Welcome to the
Help Center
Search or browse for answers to frequently asked questions
Client Users
How-to articles for the clients of the professional services company
Getting Started
- How Do I Get An Account?
- Fulfilling a Request – Upload and Download Files
- Email Notification Settings for Client Users
- Registering and Logging In
- The Client User's Dashboard
- Navigating Engagements and Delegating Requests
Additional Functions for Client Users
- Downloading Files
- Flagging Requests
- Restricted Requests
- Delete a Document or File in a Request
- High Importance Requests
- Adding Requests to an Engagement