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Client Help Page

Setting Up Your Client Portal ("Client Portal Invitation") 1. Click the link in the email with subject "Client Portal Invitation". 2. Enter your Date of Birth 3. Set a password: - At least 10 characters - At least 1 Uppercase Letter - At least 1 Numeric Digit - At least 1 non-alphanumeric character (for example !@#$%^&*) *If you are on a private device, we recommend saving your password. Otherwise, write it down somewhere safe.* 4. Check the box for "I accept the Terms of Service" 5. Click "Sign Up"

Submitting Your Documents ("New Document Request")

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