This tutorial is designed to help you and your clients navigate the portal effortlessly, ensuring a seamless experience for managing documents, communications, and more. Whether you're new to Engager.app or looking to get more out of the Client Portal, this guide will walk you through everything you need to know.

Watch the video:

What is the Client Portal?

The Client Portal is a dedicated space where you and your clients can securely share and receive documents, e-sign important papers, and complete required forms. It's an essential tool for streamlining communication and document management between your practice and your clients.

Key Features Covered in the Video:

• Sign Up & Login: Learn how to access the portal for the first time and log in using your credentials.
• Navigation Overview: Discover how to navigate through the portal, including accessing personal and business profiles.
• Contact Information: Find out where to locate your accountant or bookkeeper's contact details and how to book meetings.
• Managing Files: See how to upload and access documents, ensuring secure sharing and storage.
• E-Signatures: Understand the process of signing and managing documents that require your signature.
• Forms: Learn about completing and submitting forms through the portal.

How to Use This Video:

• For Your Team: Use this video to educate your staff on how to support clients using the portal.
• For Clients: Share the video with your clients to help them understand and navigate the portal.
• Website & Onboarding: Embed this video on your website or include it in your client onboarding emails for easy access.

Code to embed the video on your own website:

We hope this video enhances your experience with Engager.app and makes managing your practice even easier. If you have any questions, feel free to reach out to us or explore more articles in our Help Centre.