Welcome to DT Firm Portal administration
You can administer client and staff portals through DT Firm Portal administration.
- For our clients, DT Client Portal provides instant, anytime access to accounting information and financial information.
- For our staff, DT Staff Portal provides instant access to documents and other information.
Client and staff portals are convenient. You, your clients, and your staff can access portals from any location that has internet access. Client and staff portals are also secure. Portals are password protected, so only the appropriate client or staff member can access each portal and the information it contains.
Accessing administration features
After logging in to DT Staff Portal, click the Admin tab at the top of the navigation pane to access DT Firm Portal administration. Click the links in the navigation pane to open screens through which you can administer client and staff portals and access utilities, such as reports.