- Client Self Registration
- How To Verify Client Registration
- Default Permissions
- Default Notifications
- Additional Resources
Client Self Registration
Clients can register themselves via the Client Self-Registration Form. The link to this form can be found
on your Portal Login Panel.
All a client has to do to sign up for Portal access is fill out their contact details and preferred password.
After clicking “Register” they are directed Portal Login Panel, and notified that their request is awaiting verification.
How To Verify Client Registration
Login to the portal as an administrator. The default administrator account is admin@yourdomainname.com and the password you signed up with.
Click on “awaiting verifications“.
Click on the user to verify or delete them from the system.
After clicking “Verify User” click on “Edit Users” to make changes to the client’s contact information, password and access rights.
When you are finished click “Save“.
Default Permissions
If you have a set of Portal applications you would like to be immediatly available to every self-registering client once they’ve been verified, you can easily set it up so you don’t need to manually check off each application in the access rights section.
Start by clicking on “Firm Administration“.
It will default on the “My Account” tab. When you scroll down, you will see the Default Client User Access section just below the Portal Login Information. You can now check off the different application you want to be available by default when a client signs up.
You can also do the same for your Firm Users, whose access rights you can find directly under the clients’ section.
When you are finished click “Save“.
Default Notifications
You can also customize a pre-set email notification for the File Exchange so you don’t need to manually add one in for every client who signs themselves up for the Portal. Everytime a new client registers themselves and you verify them, the firm user of your choice will be set to get notifications of their Secure File Exchange activity.
Start by clicking on “Firm Administration“.
It will default on the “My Account” tab. When you scroll down, you will see the Default Notifications section just below the Default Firm User Access. Select the Firm user of choice from the dropdown menu that appears when you click on the notification box. That user will get emails whenever a new client uploads something to the Secure File Exchange, unless you set them otherwise in the Add/Modify Client Users section.
When you are finished click “Save“.
Additional Resources:
QuickSend: The Quickest Way to Receive Client Files Securely
Quickbooks–Free Off Site Backup
Free Screen Sharing Makes Helping Your CPA Clients More Efficient
CPA Websites Blog
