NEW CLIENT PORTAL WITH DIGITAL SIGNATURE FACILITY
We are always looking for new ways to work with our clients and this month we have rolled out a new Client Portal.
You will be invited to the new portal when we have a document to share with you. If you would like to share documents with us before this please contact us to initiate the set up.
To activate the portal you will receive an email from email@example.com with the subject line ‘Register for client portal’.
This invitation email will contain a link for you to register for the portal, and you can register with any name or email address you see fit. This link can only be used once and will expire after a few weeks if not used. If in the future you are invited to additional portals, you can use the credentials set up when you first register, so ensure you commit them to memory. You can reset your password if you forget.
Each time we upload a document for you, the email address you registered with will receive an email containing a link to log into your portal to receive the document. Likewise if you upload documents, we receive an email notification of this. No need to call or email us separately unless you want to.
The portal now comes with its own digital signature process. This process if required can allow more than one individual to sign the document. No longer will you be required to print a hard copy just to sign and then return to us. The portal can be the avenue for delivery for all forms of mail from our office. Once you have downloaded the document it can be removed by us, or if you would like to leave the document on the portal it can remain there. The choice is yours, but no longer do you have to wait for the postal mail to arrive.
Please contact either Maddy or Judi at our office if you would like any further information about how the portal can work for you.