video1.0<iframe src="https://www.loom.com/embed/00a6bbbd7df9456cadb6b06693b5a756" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/00a6bbbd7df9456cadb6b06693b5a756-a28e6aca9f0dd43d.gif844In 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.