Firm Portal
For accounting firms: client overview, bookkeeping seats and billing, firm branding, team access, the partner agreement, activity and Ask Sia.
Guides in this module
112- 1
How to Navigate the Firm Portal Dashboard
- 2
Understanding the Overview Dashboard
- 3
How to Invite an Advisory Client
- 4
How to Add a Bookkeeping Client
- 5
How to Bulk Upload Clients
- 6
How to Copy and Share the Client Portal Link
- 7
Understanding Client Status Labels
- 8
Understanding the Seats Available Counter
- 9
How to Filter the Client List by Type
- 10
How to Use Quick Filters on the Client List
- 11
How to Search for a Client
- 12
How to Open a Client's Account from the Dashboard
- 13
Understanding the Banking Attention Indicator
- 14
How to View and Manage Pending Clients
- 15
What is the Firm Portal and Who Uses It?
- 16
How to View All Clients Across the Firm
- 17
How to View Bookkeeping Clients Only
- 18
How to View Advisory Clients Only
- 19
How to View External Clients
- 20
How to Use the Unreconciled Quick Filter
- 21
How to Use the 'Assigned to Me' Quick Filter
- 22
How to View Unassigned Clients
- 23
How to View Clients Pending Signup
- 24
How to Access the Help Center from the Firm Portal
- 25
How to Access Notifications in the Firm Portal
- 26
How to View Your Firm Profile and Role
- 27
How to Check Your Firm Time Zone Setting
- 28
How to Log Out of the Firm Portal
- 29
What Happens When the Client List is Empty?
- 30
How to Sort the Client List
- 31
How to View Total vs Active vs Past-Due Clients
- 32
How the Firm Portal Differs from the CFO12 Client App
- 33
How to Refresh the Overview Dashboard
- 34
How to Collapse and Expand the Sidebar
- 35
Understanding the 'Workspace' Label in the Sidebar
- 36
What Does 'Powered by Sumung' Mean on the Portal?
- 37
How to Identify Clients Who Need Banking Reconnection
- 38
How to Track the Number of Active Clients
- 39
How to Track Past-Due Clients
- 40
How to View Total Clients Count
- 41
How to View the Sumung Branding on Your Portal
- 42
How to Navigate Between Portal Sections Quickly
- 43
How to Use the Firm Portal on Mobile
- 44
How to Understand the 'Firm-Wide Snapshot' Subtitle
- 45
How to Understand the 'Ask Sia' Floating Widget
- 46
What is the 'Pending Signup' Client Status?
- 47
How to Take Action on a Client from the Overview
- 48
How to Purchase Bookkeeping Seats
- 49
Understanding Prorated Billing for Mid-Cycle Seat Additions
- 50
How Advisory Client Billing Works
- 51
Understanding the Billing Dashboard
- 52
How to View Your Billing History
- 53
How to Handle a Past-Due Client
- 54
Understanding Subscription Alerts
- 55
How to Understand Bookkeeping Seat Usage
- 56
How to View Active vs Trialing Clients in Billing
- 57
How to View Clients Pending Activation in Billing
- 58
What Happens When You Run Out of Seats?
- 59
How Billing Affects Client Access
- 60
How to Update Your Firm Payment Method
- 61
Understanding the Estimated Recurring Cost Display
- 62
How to Decrease the Number of Bookkeeping Seats
- 63
How to Set Up Firm Branding
- 64
How to Upload a Custom Logo
- 65
How to Set a Custom Favicon
- 66
How to Change the Product Name
- 67
Understanding the Branding Preview Panel
- 68
What Does the Portal URL Show Clients?
- 69
How Branding Changes Affect the Client Experience
- 70
How to Remove or Replace an Existing Logo
- 71
What File Formats Are Supported for Logo Upload?
- 72
How to Save Your Branding Changes
- 73
How Firm Branding Affects Client Emails
- 74
Understanding the Primary and Secondary Button Styles in Preview
- 75
Managing Team Members and Roles
- 76
How to Invite a New Staff Member
- 77
Assigning Clients to Staff Members
- 78
Understanding Firm Roles and Permissions
- 79
How to Remove a Staff Member
- 80
Understanding Billing Access Settings for Staff
- 81
Understanding Clients Access Settings for Staff
- 82
How to View Pending Staff Invitations
- 83
How to Edit a Staff Member's Role
- 84
Understanding the Firm Owner Role
- 85
Understanding Your Partner Agreement
- 86
How to Accept a New Partner Agreement Version
- 87
What Happens When a New Agreement Version Is Released?
- 88
How to Read the CPA / Reseller Partner Agreement
- 89
What is the Accepted Version Date?
- 90
What Does 'Up to Date' Mean in the Partner Agreement?
- 91
What is the CPA / Reseller Model?
- 92
Who Needs to Accept the Partner Agreement?
- 93
How to Read the Activity Log
- 94
What Actions Are Logged in the Activity Feed?
- 95
How to Filter the Activity Log
- 96
How to Use the Activity Log for Compliance
- 97
What Does 'No Recent Activity to Show' Mean?
- 98
How to Export Activity Log Data
- 99
How to Monitor Staff Actions via Activity Log
- 100
Understanding Activity Log Timestamps
- 101
Getting Started with Ask Sia
- 102
How to Use the Support Tab in Sia
- 103
How to Upgrade to Sumung Pro for Sia Conversation
- 104
Understanding Sumung Pro AI CFO Features
- 105
What Types of Questions Can Sia Answer?
- 106
What to Do if Sia Gives an Incorrect Answer?
- 107
How to Start a New Conversation in Sia
- 108
How to Access Sia Chat History
- 109
How to Clear the Sia Conversation
- 110
What is the Difference Between the Sia Conversation and Support Tabs?
- 111
Understanding the Sia Beta Label
- 112
How to Use Sia for Onboarding New Staff