Client help centre
To-do's and tasks
How do I view consolidated tasks in the bell notification icon?
How do I download the App on mobile?
How do I generate reports?
How do I activate my account?
Quick Guide: Getting Started (Pro Account)
Quick Guide: Getting Started (Starter Account)
How secure is your client portal?
What is Multi-Factor Authentication (MFA)?
My firm has enabled Multi-Factor Authentication (MFA). How do I set up MFA on desktop?
How do I enable/disable Multi Factor Authentication (MFA) for my client portal?
How do I change my registered MFA device?
How do I switch between my client portal and other workspaces?
How do I adjust my Survey answers?
How do I update my payment details?
How do I delete my account?
How do I reset my password?
How do I change the email address I use to log in?