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How do I use & Access the Client Portal?

The Client Portal can be accessed under Settings - Client Portal. There are a few added bonuses with using the new Client Portal like added security for your clients as you can invite them to sign into the account in order to view, print, and pay for their invoices. You can also setup Paypal, Stripe, LawPay, or your custom payment link for clients to pay for their invoices online. Many more updates will become available on the Portal in the near future so we will notify everyone one's updates are released.

Click the PDF below for instructions on setting up your account.

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