Help Center
Client portal
30 step-by-step guides for client portal.
Change your sign-in email address
Request an email change from Account settings, confirm it from the new inbox, and understand why nothing changes until you click the link.
Update your name and contact number
Edit your display name and contact number in Account settings and save the change in a couple of clicks.
Why your company name, TRN, and address can't be edited
Understand the read-only company panel, why your firm controls the company name, code, TRN, and address, and how to ask for a correction.
Why your portal says on hold or archived
What it means when your company is on hold or archived, what still works, and how to get access back.
Supported file types and the 10 MB upload limit
The file types your portal accepts, the 10 MB size limit, and how to fix an upload that is rejected.
How portal notifications work
How the notification bell works: the unread badge, marking items read, and where each notification takes you.