Part 2: Create a client

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Adding a new client to your client is pretty easy and straight forward. Here is how to do that: 

  1.  Log into your account and from the Home page click the Add a new client quick start button.
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  2. Add all of the relevant information of your client, such as their name, email, and address.
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  3. Turn Portal Access On and assign the desired Client agreement
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  4. Click Submit

You've added a client! Congrats! 

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