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What Finance Brokers Need to Know About Integrated Client Accounts
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Client portal user registration : support
Ato importing statementsImporting ato Client summaryPortal agent config.
Downloading and importing integrated account from ato portal : lodgeitClick on [accounts and payments] > accounts summary What finance brokers need to know about integrated client accountsAto portal afraid.
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To download the statement, click on the activity statement account
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Applicant portal
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Assign new users as portal users instead of internal users | Odoo
![Click on [Accounts and payments] > Accounts Summary](https://i2.wp.com/s1-production.s3-us-west-2.amazonaws.com/17589/7fc021c2-a4f7-4a81-a206-406aa35ff10c/tickets/0/b438715b-acd4-4e2b-9e1b-1f37fc7e6a39/33d1e43f1d2146ca97a7bcca18293d35.png)
Click on [Accounts and payments] > Accounts Summary
Downloading and Importing Integrated Account from ATO Portal : LodgeiT
![AssistanceHQ - Client Portal](https://i2.wp.com/www.assistancehq.com/static/images/portal-options.png)
AssistanceHQ - Client Portal
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Client Portal User Registration : Support
Portal Agent config
![What Finance Brokers Need to Know About Integrated Client Accounts](https://i2.wp.com/moula.com.au/wp-content/uploads/2019/11/ATOIntegratedAccount_1170x536.jpg)
What Finance Brokers Need to Know About Integrated Client Accounts