Office Home PageLinks to office pages
Upload File -Non Client
Use this link to go to page with file upload and email notice to non-clients or for file uploads to clients that do not need to be preserved in client portal.
Upload files to client portal
Use this link to upload files that should be made available to client portal with notice to client by email
Send private message
Use this link to send a private message to client with notice of message with link by email.
Use this link to view clients and edit client info for portal, including changing password. You can also view client messages, files and notes.