To utilize all the features included in the client portal, you will first need to set your client up with their client portal. For a more in-depth guide to understanding the client portal, you can click here.
With the client portal active, you are able to do the following:
• Share tasks
• Share smart forms
• Share files
• Share invoices
• Share USCIS processing status of application/petition
• Receive documents from your client
To get started, you will need to navigate to your client's dashboard. From there, you will click the Portal option. Once there, you will click the Allow Portal Access slider bar to toggle the client portal.
Upon clicking the Allow Portal Access slider bar, you will be prompted to enter the contact's email address. Once you have entered the email address and make sure to have marked the Standard Portal, click the Submit button and your client will be invited to their portal!