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Practice Management & Tax 
08 9245 0666

Business Management
02 9921 6500

Payroll & HR 
1300 729 329

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Client Portal - Recorded Webinar

Course Outline

Client Portal allows users of Document Manager to grant clients online, any time access to upload and download documents, data files and reports. 

Course Objectives

  • Introduction to use of Client Portal:
  • Enabling a client to use Client Portal
  • Sharing documents with clients
  • Requesting and managing client signatures for a single document
  • Client Portal reports
  • Client use of the Portal  Viewing and signing document
  • Saving documents from the Client Portal
All attendees receive a manual covering these topics for future reference.


Recorded Webinar

Pricing: $149

Duration: 1 hour