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Leave permanent notes for your clients

Updated over a week ago

Resources allows you to add a tab to your Client Portal where you can leave permanent notes for your clients.

Commonly, Resources are used for things like:

  • A link to the client's specific Google Drive folder

  • A link to an IRS resource (e.g., the IRS form W9)

  • Firm "How-To's/instructions"

  • The client's specific Hubdoc/Dext receipt forwarding email address

Client portal view of Resources tab

Enabling Resources

To enable resources:

  1. Go to Practice Settings (⚙️ icon)

  2. Click Client Portal Settings

  3. Click Resources

  4. Toggle ON Resources Tab Visible

To disable resources, follow steps 1-3 above and toggle OFF "Resources Tab Visible."

Editing Resources

To edit a client's Resources tab, go to their close, then go to the Client Portal, then click Resources.

(Right-click to enlarge)

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