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Sign up for Client Portal

Ready-to-use template built for accountants and bookkeepers — just download and go

Dear [Contact First Name],

We would like to ask you to sign up for our Client Portal. We need this to comply with GDPR Regulations to securely exchange documents and other information with you. Please click the link below to get started.

 

[PortalSignupLink]

You can also download the free app from your phone or tablets app store using these links: 

Apple: https://apps.apple.com/gb/app/engager-app/id6463508531

Google: https://play.google.com/store/apps/details?id=com.engagerapp.clientengagerapp&hl=en_GB

 

Best regards
[Current User]