Live Webinar
Customer Portal 2.0: An Enhanced Portal for Increased Success
May 29 @ 11:00 AM PST
Register to watch
What you'll learn
- Understand the benefits of the enhanced Customer Portal 2.0
- Learn the step-by-step process for transitioning to the new Customer Portal.
- See the latest features and improvements added since our September 2024 webinar.
Join us for an exclusive webinar introducing the new and improved features in our Customer Portal. Designed with your needs in mind, the updated portal offers enhanced features, improved navigation, and powerful tools to better serve both you and your clients. During this session, we’ll walk through key upgrades, demonstrate how to get the most out of the new platform, and highlight the added value it brings to your daily workflow.
We’ll also provide clear next steps as the legacy portal is officially being retired in August 2025. This is your chance to ask questions, see the new portal in action, and prepare for a smooth transition. Don’t miss this opportunity to get ahead and make the most of what’s new. Register today to reserve your spot!
All registrants will receive a follow-up email with a link to the recording and any relevant resources after the live event.