Add an Individual Client Tutorial - Lockbox Wendy Claypool August 17, 2017 16:51 Updated Follow This is a step-by-step that explains how to add an individual client to the Lockbox. Related articles Lead List Database Template Public Lockbox Tutorial Website Overlay Tool Client Password Setup Comments 2 comments Sort by Date Votes Jeffrey Hirsch, CPA August 17, 2017 16:45 THIS DOES NOT LOOK LIKE ANY THIN ON MY PORTAL! 0 Permalink Wendy Claypool August 17, 2017 16:51 Hi Jeffrey, It appears you are looking at the instructions for our older legacy platform. Instructions for the portal can be found on our knowledge base here - Professional View Portal https://support.clientwhys.com/hc/en-us/categories/200165136-Professional-View-Portal- If you have any questions, please let us know and we will be happy to assist you. 0 Permalink Please sign in to leave a comment.