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Access your client portal

Request passwordless access using the email associated with your portal account.

1 min read Updated Wed 9 Sep 2026 For accountants and business owners On every plan

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Open the client portal sign-in page and check that it says Access your secure client portal.

  1. Enter the email address associated with your portal access.
  2. Select Continue to request the sign-in link.
  3. Review the response and check that email inbox for the secure link.
  4. Use the link to continue signing in.
Client portal sign-in form with Email field and explanation of passwordless magic link access
Client portal sign-in form with Email field and explanation of passwordless magic link access

Opening the form alone does not send an email. After a successful request, the page reports that a secure link was sent and offers Try again. Check the address and the result before requesting another link. Do not share a sign-in link with another person.

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