Client Portal
We will use your portal to communicate and share information with you. We may also assign tasks for you to complete, such as a document review.
You'll receive an email when:
we share documents with you to view and/or file
digital approval of documents is required. In this case, a task will be created by us and assigned to you to action.
we create a general task for you to action related to your business.
You can add comments to a task, or send documents to us. We'll receive an email letting us know whenever you do this.
Here are a few things you can do in your collaborative portal: