My Account

To-do's and tasks

• How do I view consolidated tasks in the bell notification icon?

Mobile

• How do I download the App on mobile?

Reports

• How do I generate reports?

Getting Started

• How do I activate my account?
• Quick Guide: Getting Started (Pro Account)
• Quick Guide: Getting Started (Starter Account)

Security

• How secure is your client portal?
• What is Multi-Factor Authentication (MFA)?
• My firm has enabled Multi-Factor Authentication (MFA). How do I access my account?
• How do I enable/disable Multi Factor Authentication (MFA) for my client portal?
• How do I change my registered MFA device?

My Details

• 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?