How to Go Through the Onboarding Checklist in the Client Portal
- Log in to your client portal.
- Click on the Non-Transaction Qs tab.
- Go through each question. Once done, click Add Comment and comment Done to notify us that you've completed the process.
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Overview of the Client Portal
Video Tour of the Client Portal: The Dashboard: Announcements - this is where we share messages or notes with you. Upload Files - this is where you can upload any necessary documents, such as receipts for your transactions. Open Questions - this ...
How to Log In to the Client Portal
Here are the three (3) options to log in to the portal: Option A: Sign In with Email (via Magic Link) Enter your email and click Sign In with Email. You will receive an email from Accountable Numbers containing the magic link. Click the Log in to ...
How to Reset Your Client Portal Password
Send a password reset link request by following these steps. Click Sign In with Password. Click the Get help signing in link. Choose Reset Password. Enter your email, then click Get a Reset Link. If you are still having trouble, email our team at ...
How to View Financial Report Package in the Client Portal
The financial reports will be displayed in the Financial Reports section on the Dashboard. Click View to open the report.
How to Upload a File to the Client Portal
Clients can also send receipts, invoices, and other files to docs@accountablenumbers.com. Here are the steps. On the Dashboard, click Drag and drop file(s) here, or click to select a file. Choose the file, add a description (optional), then click ...