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TaxBuzz / CountingWorks
Rackspace Email Set Up
How do I add a new client?
In order to add a new client. Make sure you are logged in to the new portal. Below is the link:
Once in there just click on "Clients" then Client List.
On that page, you will then see a "Create Client" button. You should be able to fill in all info from there.
See the image below for reference.
For a client to be informed that they have portal access, you would have to do 1 of 2 things within the portal:
1. Send them a private message (even a simple "hi" will do)
2. Upload a file into their account and share it with them
Either of these actions will trigger an automated system email that notifies them of portal access and provides them a link to set their password.
Below is the image for reference.