Yes, the client portal is gated, because it holds sensitive financial information.
Is the link secure?
The portal sits behind a login. Everything is protected with 256-bit encryption and SOC 2 compliance, so your client's data sits behind their own credentials rather than an open link.
How your client logs in the first time
They click their invitation or your branded link.
They land on a secure sign-in screen.
They either create a password or continue with Google.
They go straight into their branded portal to complete the application, upload documents, and message you.
Click through the walkthrough above to see what your client does once the login is set up.
Related
Why does my client have to continue with Google or enter their name and email?. What to tell a client who asks why they must sign in.
What are the password requirements when I set up my account?. The password rules your client will hit.
My client says the signup page isn't working or won't load. Is there something I can check?. If that first screen will not open for them.
I can't log in or my password reset isn't working. How do I fix it?. Reset steps for a login that stops working later.
Ready to sign up?
It takes nothing to get started. Start here, or use one of these.
Talk with us now. Open the chat bubble in the corner of this page and someone will pick it up.
Email us. contact@levr.ai
Book a time. Grab a slot on Cohen's calendar and we will walk it through with you.