If you are new to Sage, or need to log in for the first time, this guide will show you how to do it.
How to login to the Sage Client Portal
To access the Sage Client Portal, you will need to login first. To login, open the Sage Client Portal and click on the Login link in the top-left corner of the screen. Enter your username and password and click on the Log In button. You will now be inside the Sage Client Portal.
How to add and manage your clients
If you are a Sage Client Portal administrator, you will want to be sure to add new clients as well as manage your existing clients. In this article, we will show you how to add a client, and how to access and manage your clients.
How to find your account number
The account number is located on the back of your Sage Client Portal card. To find it, open the card and locate the last four digits.
How to change your password
If you ever forget your Sage Client Portal password, there are a few ways to retrieve it. You can reset your password by going to the Login page and clicking the 'Reset my password' link. If you have forgotten your username, you can find out what it is by going to the Users page and clicking the 'Log In' button for your profile. If neither of these methods work, please contact [email protected] for assistance.
How to contact customer service
If you are having trouble logging into your Sage Client Portal, or have any other questions about using the portal, please contact customer service. You can reach them by email at [email protected], or by phone at 1-866-922-2742.
Conclusion
If you are looking for a way to manage your business online, the Sage Client Portal is a great option. It offers a variety of features that can help you keep track of your customers, employees, and finances. In this article, we will show you how to login to the portal and access your account information. If you have any questions about using the portal or need assistance setting up an account, please don’t hesitate to contact them at [email protected].