Introduction: The Client Portal simplifies how you receive key reports and dashboards shared by your CPA or accountant. With added features like client alerts, you can stay up-to-date on the latest updates or changes. This guide will show you how reports, dashboards, and alerts are managed within the Client Portal.
Step 1: Accessing Reports and Dashboards
Your CPA or accountant can upload reports and dashboards into your Client Portal. Here’s how you can access them:
- Saving Dashboards: Dashboards are shared by your accountant by selecting the "Include in Client Portal" option and assigning them to a folder for easy access.
- Saving Reports: Reports are saved to your portal by clicking the “Save to Client Portal” button on the report itself.
Step 2: Navigating the Client Portal
Once inside the portal, you’ll see folders your accountant has created for organizing reports, dashboards, and other business documents. Folders help ensure that the right people have access to the right information.
For example, if only the CEO needs to see a particular dashboard, it will be placed in a restricted folder accessible only to them.
Step 3: Managing Folders and Files
Folders in the Client Portal offer flexibility and customization:
- Multi-folder Sharing: A single report or dashboard can be shared across multiple folders, allowing you to see it in different places within the portal without duplicating it.
- Deleting Items: Your accountant can easily remove a file from the portal when it's no longer needed by clicking the gear icon and selecting delete.
Step 3: Receiving Client Alerts
A standout feature of the Client Portal is the alert system. Your accountant can send notifications when there are updates, ensuring you’re always informed about important changes. Here’s how it works for you:
- Tailored Alerts: You’ll receive alerts whenever there are updates or new documents in the portal. Your accountant can choose to send alerts to all clients or just a specific few, ensuring that only relevant information reaches you.
- Personalized Messages: Each alert will come with a short message, detailing what has changed or what new report has been added, keeping you in the loop on important updates.
- Record Keeping: Your accountant can choose to receive a copy of the alert themselves, allowing them to keep a record of their communications with you.
This feature ensures you’ll never miss an important update or new report in your Client Portal.
Conclusion:
The Client Portal is more than just a place to view reports—it’s an all-in-one hub where you can stay connected with your accountant, access important documents, and receive real-time alerts. With features like folders for organization and client alerts for updates, the portal keeps you informed and engaged in your business’s financial management. If you have any questions, feel free to reach out via chat!