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How to Access the Help Center from the Firm Portal

The Firm Portal includes a link to the full Help Center where you can find step-by-step articles for every feature. This article shows where to find it and how…

The Firm Portal includes a link to the full Help Center where you can find step-by-step articles for every feature. This article shows where to find it and how to use it.

Help Center link (? icon) in the Firm Portal top navigation bar

Help Center link (? icon) in the Firm Portal top navigation bar

What You Can Do

  1. From any page in the Firm Portal, look at the top navigation bar.
  2. Click the '?' (question mark) icon on the right side of the top bar.
  3. This opens the Help Center in a new browser tab.
  4. Use the search bar in the Help Center to find articles by keyword.
  5. Browse by module (e.g., Sales, Accounting, Firm Portal) using the category menu on the left.

💡 Good to Know: The Help Center is available at testaccounting.sumung.com/help — you can bookmark it for quick access.

💡 Good to Know: The Help Center contains hundreds of articles across all Sumung modules.

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