how to invite client to client portal in drake

[schirallicpa]

Sorry - I'm a newbie.  I have a trial version of the portal.  I "added" my new client.  Now how to I invite him to upload his file for me?  I'm only seeing how to send something to him. 

[Tax Prep by Deb]

Under edit client there should be a box to check to send an email invitation.  The screen shot is if starting with new client, but after selecting your client there should be an edit button which will open up and you can look for the box to invite.

 

[Tax Prep by Deb]

Also the invite is just to set up their end of the portal.  It doesn't specifically invite them to send you anything, but once set up it's pretty easy both directions.  I set myself up as an individual and sent myself the invitation and played with it going both ways so I could better help my clients.  They loved it!