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To view the instructional video of this material, click the link below.
Video Link: Client Facing Training : of Client Portal
To share this video, copy and paste the video link and send to your client.
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To set up and use the Client Portal from the firm’s perspective, see the article below.
Article link: Client Portal Setup and Use
Video link: https://share.synthesia.io/4ab6d5fc-cd15-473b-b922-a39f5ae155d2
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