Invite a client to their portal

The invitation belongs to a case. Check the client and financial year at the top of the case before sending it.

1. Open the case and choose Invite client in the header.
2. Confirm the email address you want the invitation bound to. The client must sign in with that address.
3. Choose Send invitation. The case copies the invitation link. Paste it into your email or message to the client. If they have not accepted it and need the link again, choose Resend invitation and share the link it gives you.

The client opens the link, signs in with the invited address and chooses Accept invitation. Once accepted, their uploads go into this case. The invitation page also gives them a Decline choice.

If they say the link opens under the wrong account, ask them to check the email shown on the invitation page. What the client sees covers the next screen.