Client portal
- How can I send a message to my accountant or legal advisor through the portal?
- What happens when I receive a new task from my accountant/legal advisor?
- What advantages does the task management feature offer?
- How do I access the Incorporate client portal?
- What is the purpose of Incorporate's client portal?
- Is it easy to access historical data in the portal?
- Is the client portal suitable for a diverse range of clients?
- How do I manage recurring monthly tasks?
- How does the portal maintain continuity in accounting services?
- Can you describe the document management system?
- What security measures are in place for the portal?
- How does the client portal enhance communication?
- Is there a file size limit for attachments, and what if my files are larger?