Download All Files. Logically, you know your clients’ files are 100% secure in the Client Portal. They are backed up daily and we employ numerous redundancies for ultra security.

Emotionally, though, it feels better to keep copies of your client files on your hard drive – one zip file with all that critical data.  It’s a local backup, and it gives you peace of mind.

Follow these instructions to download all your files from the Secure Client Portal. Get that backup with a click of the mouse.

This process works for both you and your clients. Of course, your clients only have access to downloading documents in their own folder.

Client List Overload. Over time your list of clients in your Secure Client Portal can get pretty large. Trying to find one account can seem like searching for a needle in a haystack.

It doesn’t have to be. Use the “Search by Name” feature and find a name quickly and easily.

Search by Name. This feature lets you easily find a client by simply entering a name or company in the search field. Hit return and every matching client appears. This way you can quickly find the client you are looking for.

Both of these time saving features came from client suggestions. If you have other ideas on how we can improve our service, please let us know by calling us at 800-896-4500 or by commenting on this post below.

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