In this video, Shane from Firm360 demonstrates how their streamlined client portal solution eliminates common access frustrations. Learn how clients can easily log in using:

• Email address
• Last 4 digits of SSN
• Simple two-factor authentication via text message

The portal provides clients with a comprehensive self-service platform featuring:

• Task management with visible to-do lists
• Secure document upload and download capabilities
• Invoice management with integrated payment options

Say goodbye to expired passwords and forgotten credentials! Firm360's user-friendly portal keeps your firm running efficiently while maintaining robust security standards.

Ready to see more? Visit myfirm360.com to schedule your personalized demo today.

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