Portals for clients and standalone contacts

Alerts and notices
Leave feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.

Characters left:

If your firm is licensed for the Client Management module and NetFirm CS, you can set up web-based portals to securely share documents and other information with your contacts.

Practice CS uses two kinds of portals:

You can add portals when you send files or request files. You can also add portals when setting up contacts.

Related topics

Share This