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.
Here’s what you can expect on Wednesday, 11/13/24:
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Login Page: Our new design allows Non-Portal users to upload a file using the Continue As Guest button!
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Dashboard Experience: By clicking on the Profile icon and selecting Dashboard Customization, you may hide or show more information, apply your office website color scheme and logo to visually brand your Client Portal, and choose from one of the Navigation Styles available!
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Profile Menu: Update your Profile info easily such as name, email, and other contact information. Access the Dashboard Customization and 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.
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Enhanced Search Filters: Click the blue circle at the top right margin of your Portal and use the Search filters for more precise results!
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Redesigned Office, Client, and Staff Profiles: Enjoy the simple and 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.
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New Menu location for Files and Client lists: Click the blue button at the top to access the menu options for Upload to Clients, Review Queue, and Client pages.
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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!
We’re committed to making your experience as smooth as possible and hope you enjoy the improvements in your Office Portal!
Use or share the links below to view the Online Help articles:
Office Use:
Navigational Tips (Office)
For Clients:
Client Portal Navigational Tips (Client Only)
Client Upload Files to Accounting Office (Client Only)
Client Download Files From Accounting Office (Client Only)
Feedback on our changes? Please don't keep it to yourself! - Let us know what you think!
Contact us at 866-235-8075 or support@dillners.com.
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