Now we will set up some details for your client.

Note: Clicking on "Client Portal" will generate a new window, if nothing opens for you check your pop up blocker.

2. Now you should see your clients dashboard.

You'll notice the upper left hand side now says "Tax Planner PRO" instead of accountant. It will display the client portal you have accessed showing their name under the logo, and their email (if added) on the upper right hand side.

You will also notice their name in the center of the page at the top. Clicking here will give you a drop down version of your client list that you can type into for easy access to additional client portals.

3. Click on "Profile" using the navigation bar on the left. Then fill out your clients details and click "Update". If your client has a logo you want to add you can upload it in the same process we used in Step 2 of this series.

4. Choose the frequency you want TPP to send summary emails to your client. After selecting the option you want click on "Save Settings".

This is an example of what a clients summary email would look like, the amounts will vary depending on the client data connected/entered.

Note: If your client wants to update their password this can also be done in this section of their portal. But only you as the subscriber can update their email address from the client credentials mentioned in Step 3.

Now your clients profile details are complete lets get their business data connected/entered in Step 5: Business Data