The Firm Portal is your central hub for managing all client businesses, monitoring their subscription status, and accessing every administrative function. This article walks you through the main navigation and explains how each section is organized.
Firm Portal — Overview dashboard with sidebar navigation
What You Can Do
- Log in to your white-label portal (e.g., testaccounting.sumung.com).
- On the left sidebar, locate the 'Firm portal' section — it contains all firm-level management links.
- Click 'Home' to return to the Overview dashboard at any time.
- Use the other sidebar links — Subscriptions & billing, Firm branding, Team & access, Partner agreement, Activity — to jump to each management section.
- The top bar shows your Firm Time, quick access to the Help Center (? icon), Notifications, and your profile name/role.
- The 'Ask Sia' widget in the bottom-right corner is always accessible for AI-powered help.
💡 Good to Know: The sidebar can be collapsed by clicking the arrow icon at the top to give more screen real estate to the main content area.
💡 Good to Know: Your role (Firm Owner, Staff, etc.) determines which sections you can see and edit.
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