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Client Portals Users Guide

Introduction - Welcome to Client Portals

Client Portals allow your contacts to access files, information, and services from a secure private client website.

Client Portals also allows you to :

  • Upload documents
  • Download documents
  • Request documents
  • Edit contact information
  • View workspaces
  • Record time spent on projects
For more information, call 1-800-288-9169