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

RSM User guide

RSM Admin user guide

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.

Client Portal V9.1 release notes June 2023

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