BeforeMay docs
WorkpapersClient portal

Change the portal language

Show a client where to switch the invitation and portal to a language they can read.

Source reviewed Product documentation

On the invitation page, ask the client to look for the globe button. It is labelled Choose language for assistive technology. The same control stays in the portal header after they join.

Open it and choose the language written in its own script: English, 简体中文, 繁體中文, Tiếng Việt, हिन्दी, Español or Français. The portal changes on that device. The firm-side Workpapers case stays in English.

The client's own choice on a device takes precedence over a practice preference. If a checklist item was entered only in English, its text can still appear in English; the surrounding portal controls follow the chosen language.