Tools

Introduced with the 02-12-2023 ACE release. How does it benefit me? Clients can now be given access to their Reports, Invoices and a Documents folder where they can upload, download and delete documents, invoices and reports. What is it...

Client Access User itemization Entry See details below related to how different client access user interface settings may impact account itemization entry.   There are optional settings under Setup - User Interface - Client Acc...

User Interface Templates can be modified for  Client Access Setup-User Interface-Client Access Select the desired UI for creation or editing. Go through each section systematically. To make a field visible, click on it to turn it ...

What is Additional Authentication? Additional Authentication enhances security by requiring users to verify their identity with two or more methods before accessing ACE. Clients can receive the authentication code via email or text (if a text/SMS v...