After the Client Portal feature has been enabled on your account, follow these steps to send invitations to your clients:
Log in to your TaxGPT account.
Navigate to Client Intelligence.
Select the Contacts tab.
Locate the Contact you want to invite.
Click Invite on the right-hand side of the contact, as shown below.
Once the invitation is sent, the invitation status will change to Pending.
After your client accepts the invitation, the status will automatically update to Accepted. And then your clients can securely and easily share their documents with you.