How to Use Our Customer Portal to Login to Your Account (PDFs)
The "How to Use Our New Customer Portal" is a 23-page step-by-step help guide (in Adobe PDF format) which provides visual and textual information explaining how to login to the Customer Portal. The help guide includes the following sections which can be downloaded separately:
- New Features and Benefits
- How Will I Get My Invoices?
- How Do I Login to the Customer Portal?
- How Do I Pay an Open Invoice Online?
- What If I Don’t Want to Pay Online?
- What is the Dashboard?
- What is a Customer Payment Profile?
- What is an e-Check?
- What is Auto-PAY?
- What is a Customer Transaction?
- What is a Customer Open Balance?
- What is a Sales Order/Estimate?
- What is a Task?
- What is a Hub (Document Storage)?
- How to Add Users to My Account?
- How To Generate a Monthly Statement Report
- How Do I Submit a Support Ticket?
- What is a Discussion?
- Happiness Rating
- Customer Service Associates and Phone Extension Directory
You can download the entire 23-page PDF version of the help guide here. (Customer Portal Help Video, 10 minutes)
Included in all incorporating services:
- Company Name Check Verification & Availability
- Preparation & Filing of Articles of Formation
- Same Business Day Processing
- Registered Agent (1st Year FREE)
- Email Reminders & Alerts
- Lifetime Customer Support
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