video1.0<iframe src="https://www.loom.com/embed/5b14eb05bdcb4e9a88c7aa167af08841" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/5b14eb05bdcb4e9a88c7aa167af08841-8e8e03ec763b61a9.gif370.585In this video, I provide a detailed overview of the Client Portal, focusing on its functionalities and how to access it. I explain how to communicate about transactions, share files, and interact with your bookkeeper through the portal. Important steps like logging in and navigating the dashboard are covered. No specific action is requested from viewers, but understanding the portal's features is crucial for efficient usage.