Client Portal
Welcome to RSM's Client Portal knowledge base
The knowledge base is here to help you navigate around the client portal, making the most of all the features we have to offer and helping your business.
Need to get to the client portal? Client Portal Access
Where to go in the knowledge base:
We have a designated Client User Guide to help assist you with all your queries on how to use the portal.
Further questions?
Your RSM contact will be able to help assist you with queries surrounding the client portal or any questions regarding the service we provide.
Further documentation for other users
What's new in the knowledge base?
We have been developing our message centre, allowing you to mark messages as confidential, providing you with out of office details and who to send a message to when your RSM contact is away.
Go to Using the Message Centre for further details
Multi-factor authentication - you can now set up additional security to log into the client portal
Single sign on - is now available
June release notes
You can now have single sign on for the client portal. Click on the link below for further details.