Professional View Portal
ClientWhys uses the same SSL technology to secure documents as online banks. Our drag-and-drop feature easily allows you to upload multiple documents at one time. Better yet, you can download all files in a conversation at one time. Eliminate the panicked client requests for tax return copies after hours. No file size limits. No stress.
- Professional Portal Welcome Overview - 12 minutes
- Starting a secure conversation
- Add a Professional Headshot Portrait
- Dashboard Activity Feed
- Setting up the Send a Referral page.
- Using Tags to organize documents
- How do I set up my Message Center Email Signature for the client portal?
- Print messages from portal
- Deleting Messages, Documents and Folders
- Bulk Message Center Status Update
- Message Center Assigning and Task Collaboration
- Message Center Status and Types
Improve Your Presence
- Add a New Client
- Should I Delete or Archive a Client?
- Permanently Delete a Client from the Portal
- Add a Spouse to the Client List
- Permanently Delete a Spouse from the Portal
- Client Password Reset
Online Appointments & Reminders
- Online Appointment Set Up for Office 365
- Online Appointment Set Up for Google
- Due Date Reminders
- Setting Appointments - Office 365
- Setting Appointments - Google
- Google Apps/GSuite and the Private iCal Link