• Activate Online Portal For Clients

  Follow this step-by-step guide on how to activate the online portal for your clientsFew readers

• Update Details via Client Portal

  Click on DocShareSmart Click on Details updated via Portals Click on the Check Mark to Update the DetailsFew readers

• Adding documents to the Client Portal

  Click on DocShareSmart Click on Files Upload Click on Standard Categories Click on Upload to current file categories SFew readers

• Accessing Client Portal

  Click on Please follow this link to access the system. Click on Login Type Password Check the Tick box Click on Login anFew readers

• Request Details to be updated via Client Portal

  Click on View My Account Enter the Postal Address Enter the Mobile Number Enter the Income Tax Number Click on RequesFew readers