Client Portal Support
Frequently asked questions and support information for portal users.
How do I access the Client Portal?
The Client Portal is invitation-only. Access is granted by Às̩e̩ Advisory and Tech following the initiation of an engagement. You will receive an invitation link by email. Follow the link to create your account and set your password.
If you have not received an invitation and believe you should have, please contact your engagement lead directly.
I forgot my password. How do I reset it?
On the Portal login page, select "Forgot password" and enter the email address associated with your account. You will receive a reset link by email. If you do not receive the email within a few minutes, check your spam folder.
If you continue to experience difficulty, contact portal support at the address below.
My invitation link is not working.
Invitation links expire after a set period (typically seven days). If your link has expired, contact your engagement lead or email portal support to request a new invitation.
What can I do in the Client Portal?
The Portal provides a centralized view of your engagement with Às̩e̩ Advisory and Tech. Depending on your engagement tier and stage, you may have access to:
- Engagement overview and status - Tasks and milestones - Shared documents - Scheduled meetings - Invoices and payment history - Assessments and forms - Messages and support - Resources and reference materials
Who can see my Portal data?
Your Portal data is visible only to you and to authorized members of the Às̩e̩ Advisory and Tech team assigned to your engagement. We do not share your data with other clients or third parties. For full details, see our Privacy Policy.
I see an error or something is not working correctly.
Please describe the issue — including the page or section where it occurred and any error message displayed — and send it to portal support. We will investigate and respond as quickly as possible.
How do I update my account information?
Account settings are accessible from within the Portal. If you need to change your email address or require assistance with account management, contact portal support.
Contact Portal Support
If your question is not answered above, or if you are experiencing a technical issue, please reach out. Include your name, the email address associated with your account, and a description of the issue.
Email: [email protected]
We aim to respond to all portal support inquiries within two business days.