{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/00a6bbbd7df9456cadb6b06693b5a756\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/00a6bbbd7df9456cadb6b06693b5a756-a28e6aca9f0dd43d.gif","duration":844,"title":"Exploring Firm 360's Client Portal: Setup, Access, and Features","description":"In this video, I walk you through the setup and features of Firm 360's Client Portal, highlighting how it streamlines communication and document exchange for both our team and clients. I explain the requirements for client access, including a unique email address, Social Security number, and mobile phone number. I also demonstrate how clients can log in, view their dashboard, manage invoices, and utilize secure messaging. I encourage you to email your clients introducing them to the portal and provide resources for drafting that email. Overall, I believe this portal enhances the client experience by centralizing tasks and improving security."}