Client Portal
Configure and invite your clients to use your custom Client Portal.
Brand Your Client PortalConfigure your colors and brand logo on your client portal.
Invite Clients to Your Client PortalLearn how to invite your plan sponsors to use your client portal.
Creating a Client Portal AccountLearn how your clients can create a client portal account through an invitation sent from your team.
Managing Client Portal UsersLearn how to manage who has access to your client portal.
Secure File ExchangeLearn how to send files securely to your clients via the client portal.
Connecting Payroll via Client PortalLearn how to connect payroll using the client portal.
Drag and Drop Payroll UploadingLearn how to drag and drop payroll files into CX for processing.