Clients
Invite a client to the portal
Give each business its own upload-only login. They never see your ledgers or Tally.
Updated 10 October 20261 min read
- 1Open Clients.
- 2On the business's row, choose the invite control, the person-plus icon.
- 3If the client already has an email on file, the invite goes straight away. If not, enter it.
- 4The client receives an email, sets a password, and lands on the Client portal.
Only a firm administrator can send portal invites.
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