In this video, we demonstrate how Firm360’s streamlined client portal solution eliminates common access frustrations. Learn how clients can easily log in using:
- Email address
- Last 4 digits of SSN
- Simple two-factor authentication via text message
The portal provides clients with a comprehensive self-service platform featuring:
- Task management with visible to-do lists
- Secure document upload and download capabilities
- Invoice management with integrated payment options
Say goodbye to expired passwords and forgotten credentials! Firm360’s user-friendly portal keeps your firm running efficiently while maintaining robust security standards.
