Present. Collect. Complete.

1. 1. Accept your invitation

   Open the invitation email from your agency and create your account with the same email address. Invitations expire after 14 days — ask your agency owner to resend if needed.

2. 2. Install the Chrome extension

   Install Client Form Portal from the Chrome Web Store, pin it to your toolbar, and sign in. Your agency will see “Extension connected” once you do.

3. 3. Try the practice tutorial

   Open your account and choose Getting started. The tutorial uses demo data only, so nothing is sent to a real client.

4. 4. Start a client session

   Click Start client session. A private viewing link is ready right away — text or email it to your client while you're on the phone.

5. 5. Present

   Click Share screen and pick only the tab or window you want the client to see. Admit the client when they ask to join.

6. 6. Collect banking privately

   Send a secure banking request from the same screen. The client fills it in on their own phone or computer — never read aloud and never shown on your shared screen.

7. 7. Complete

   You'll see “Submitted” as soon as the client finishes. Stop sharing before revealing details, then end the session.

Extension: Chrome Web Store · How client data is protected