Client Portal Changes 10/24 – Dillner's Accounting Tools

Introducing a Sleeker, More Intuitive Experience!

We’re excited to unveil a refreshed design for our Client Portals. This upgrade brings a cleaner look and enhanced user experience while retaining the familiar functionality you know and love.

Login Page

Our new design allows Non-Portal users to upload a file using the Continue As Guest button!

Dashboard Experience

Customize the arrangement of your Dashboard tiles by dragging and dropping them into your preferred display order or rearranging the sections of the Dashboard.

Profile Menu

Update your Profile info easily, such as name, email, and other contact information.
Access the Dashboard Customization to hide or show more information, apply your office website color scheme, and add your office logo to brand your Client Portals.
Enable/Disable the Dark Theme/Mode.
Select the Navigational Style to apply to your portal.
Utilize the secure Logout option.
Easy access to our Online Help Center.
Shortcut icons reside above the Profile Menu.

Enhanced Search Filters

Click the blue circle at the top right margin of your Portal and use the Search filters for more precise results!

To access files already downloaded by your office, click the drop-down from the Clients field to access files from clients in the last 30, 60, or 90 days, and click the Search button.

Office, Client, and Staff Profiles

Enjoy the simple, organized layout using the tabs along the top of the Profile areas in the portals! Navigate from page to page with the Back and Next buttons at the bottom of each page.

New Menu location for Files, Review Queue, and Client lists

New Chat Feature

Connect with clients and staff using our new Chat functionality in your portals! Jump to the Office Profile under the Office Default Settings tab and click on Enable Chat to get started! This feature allows Direct Messaging, Group Chats, Notifications, File Sharing, and Search Functionality. Access Chat from the right widget bar or your Mobile App!