Link portals

If you use multiple portals, including MyPay portals, you can link the portals to help you complete all portal tasks. Once linked, you only need to sign in once.
important
You can only link 2 portals together. This means you can't link 1 portal to multiple portals.
You also can't link a staff portal to another staff portal.
tip
Example:
Link your staff portal to your client portal.
  1. Select your name, then select
    Link Account
    .
    If you don't have
    Link Account
    , ask your administrator to turn account linking on for your firm.
    Make sure you're in NetStaff CS if you want to link your staff portal to a client portal.
  2. Sign in to the portal you want to link.
  3. Select the name of the accounting firm you linked to switch portals.
note
Select your name, then
Unlink Account
to unlink the portals.
If the other firm hasn't entered your firm ID in their
Settings
, you'll get this message when trying to link portals.
Users cannot be linked, please contact your administrator

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