Signing in (desktop and mobile)
Once you've activated your account, you can start using client portal from your desktop or mobile.
Covered here:
Easy access
You can start with the Easy access page and log in to the client portal on your desktop or download a mobile app. Then, choose your option depending on whether you sign up:
Signing in on the desktop
1. Navigate to your firm's URL. Alternatively, you can go to the Easy Access page and click Sign in.
2. Choose your option depending on whether you sign up:
Signing in with Google
Click Sign in with Google.
Click the account you want to use for getting to your client portal (if you logged in to your Google account) or enter your Google email and password (if you logged out).
Click Continue.
That's it. If you enabled Two-Factor Authentication for client portal, proceed the next step of the instructions. If not—you will see the client portal.
Signing in with email
Enter your email address and your password for client portal and click Sign in.
If you have access to more than one client portal, you will be able to select the one you want to log in to.
If you've enabled two-factor authentication, you will also need to verify your identity by entering an authentication code. Open Google Authenticator or a similar application on your smartphone, then enter the provided code.
Note that the code in Google Authenticator changes every 30 seconds, so if it is not accepted, enter the new one you see in the app.
If you can't use Google Authenticator or a similar application, tap the No access to application? link to contact your firm member. They will disable two-factor authentication on your behalf.
5. If you have access to several accounts with your email, click Switch accounts to choose the account you want to access.
You will see a notification showing the current account you are logged in to at the top of the screen and to the left of the bottom.
You can close the notification at the top of the screen until your next login by clicking X to the far right of it.
Signing in on mobile
1. Once you have the client mobile app installed on Android or iOS, open it, and choose your option depending on how you sign in:
- Google: Tap Sign in with Google and link your account to Google. After successful linking, you will automatically go to the next screen
- Email: Enter your email address and your password, then tap Sign in.
2. We will not ask for your user credentials again until your password is changed. Instead, we ask that you create a PIN that you'll enter every time you open the app. You can select PIN code, biometric authentication or both.
To create a PIN code, enter four digits of your choice. You'll then be asked to confirm it on the next screen.
After confirming your PIN, we will ask you to allow biometric authentication. To use it, tap Turn on Face ID in the pop-up window. Otherwise, tap Maybe later.
Confirm biometric authentication by touching your sensor or by using Face ID.
If your email is linked to more than one firm, the app will prompt you to choose which firm you want to log in to.
That's it! You can now see your dashboard.
