Client messages from the request link

The client portal includes a floating Need help? button in the lower-right corner.

What clients can do

• Open the message panel.
• Read previous messages for that request.
• Send a message to your firm.

What the message panel says

The panel is titled Message your bookkeeper and explains that the client can ask a question about the request. It also tells the client that the conversation is only for that request.

Unread message badge

If your firm has sent messages the client has not opened in the portal, the Need help? button shows an unread count badge.