The Portal Manager is a central feature in our system, designed to provide you with comprehensive control over your business details and user access. It comprises two main tabs: Details and Users.
The Portal Manager is a central feature in our system, designed to provide you with comprehensive control over your business details and user access. It comprises two main tabs: Details and Users.
Details Tab
In the Details tab, you can view critical information about your business, including:
- Company Name
- DBA (Doing Business As)
- Fiscal Year End
- Status
- Accounting Method
- Client Point of Contact
- Accounting Software
- Accounting Software Connection Status
Editing Client Details: If you need to edit any of these details, please contact your accountant for assistance.
Users Tab
The Users tab is where you manage who has access to your client portal. Here you can add, remove, or modify user permissions as needed.
Accessing and Using the Tabs
Accessing the Details Tab:
- Select Portal Manager from the left menu pane.
- By default, the window opens to the User tab.
- Click on the Details tab to view and review your client details.
Editing Client Details:
- If any information is incorrect or outdated, please reach out to your accountant to make the necessary changes.
Accessing the Users Tab:
- Click on Portal Manager in the left menu pane.
- The window will open to the User tab by default.