Your practitioner will send you an invite via email to the Client Portal. Upon receiving this email, you will be able to log into the Client Portal. After creating your account, log into the Client Portal at any time by navigating to clientportal.com. All client portal sign-ins need two-factor authentication, for added security. Those steps are also covered below.
|Please note: In order to log in to the Client Portal for the first time, you will need to click the link provided in the email invite from your practitioner.
Client portals need two-factor authentication (2FA) to protect info between you and your CPA. For more security, you can send a six-digit code to your account email or phone to authenticate.
|Please note: You can opt for the Client Portal to remember the device for 30 days, so you don't have to re-authenticate for 30 days. After 30 days, you'll need to re-authenticate. You will also need to re-authenticate if you log in on a different device.