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Launch kit · free

Client Launch Kit

Adoption is the whole game. Here's the copy that gets clients into the portal on the first try: a ready-to-send announcement email and a one-page login handout you can print or attach. Swap in your firm name and go.

1 · The announcement email

Subject: A simpler, safer way to work with us — your new client portal

Hi [First name],

We've set up a secure client portal for [Firm Name] — one place for the documents, requests, and signatures we exchange, so nothing gets lost in email again.

What it means for you:

• Send us documents securely (no more attachments)
• See exactly what we still need from you, and when it's due
• Sign engagement letters and forms in a couple of clicks
• Find your prior returns and statements any time, organized by year

You'll get a separate email with a secure link to set your password — it takes about a minute. Once you're in, that's the home for everything between us.

Any trouble getting in, just reply to this email or call us at [Phone].

Thanks,
[Your name]
[Firm Name]

2 · The one-page login handout

Print it, or attach it as a PDF for clients who like a paper reference.

Getting into your [Firm Name] portal

  1. 1. Find the email from us titled “Set up your [Firm Name] portal.” Check spam if you don't see it.
  2. 2. Click the secure link and choose a password. The link is single-use and just for you.
  3. 3. You're in. Bookmark the page. Next time, you'll just enter your email and password.
  4. 4. Upload a document: open Documents → drag your file in, or tap upload on your phone.
  5. 5. See what we need: the Requests list shows exactly what's outstanding and when it's due.

Need a hand? Call [Phone] or email [Email] — we'll walk you through it.

Don't have the portal yet?

See a branded client portal for your firm — live, with your name on it, in about a minute.

See your portal live