Is it possible to have multiple users for the client portal?

Yes, it is possible to have multiple users in the Client Portal. Here’s how you can add more users:

• • Contact Your Customer Success Manager: To add more users, please request the user invitation link from your Customer Success Manager. 📧🔗

• • Dedicated Portal for Tax Advisors: There is also an option to provide your tax advisor with access to a dedicated customer portal specifically created for them. This ensures they have the necessary access to manage your VAT and other tax-related tasks efficiently. 💼🌍

Steps to Add Multiple Users:

1. Request the Link: Contact your Customer Success Manager and request the user invitation link.
2. Send Invitations: Once you receive the link, you can send invitations to the additional users you want to add to the portal.
3. Access for Tax Advisors: Provide your tax advisor with access to their dedicated portal by requesting the necessary setup from your Customer Success Manager.

By following these steps, you can ensure that all relevant parties, including multiple users and your tax advisor, have the access they need to the Client Portal. This facilitates better collaboration and efficient management of your accounts.