For portal users
Your portal is where a company on Cybooks shares things with you. Sign in, then find what you need.
All topics
Sales and getting paid 1
Payroll and people 2
Accountants and teamwork 6
- Access your client portal Request passwordless access using the email associated with your portal account. 1 min
- Find documents shared through your portal Documents shows the folders and files available to your signed-in client account. 1 min
- Review requests from your accountant Requests separates work your accountant is still waiting for from completed requests. 1 min
- Find conversations in your customer portal Your portal keeps customer conversations separate from your company’s internal workspace chat. 1 min
- Find your customer portal dashboard The Dashboard identifies the company whose customer portal you have opened. 1 min
- Review projects shared with you Projects lists the projects shared with your customer account. 1 min