Represent a Client - What's new

Submit documents enhancements

  • The process to attach, review, and submit documents has been condensed into fewer pages and fewer clicks.
  • The maximum file upload size limit has increased from 150 MB to 500 MB.

Trust registration link

A new link called “Trust account registration” has been added to the side menu which takes users to a separate page where they can register a new trust account.

Access mail link

The “Access mail” link has been changed to “Mail” to be consistent with My Account and My Business Account.

Junior Representative (Limited)

A new “Junior Representative (Limited)” role has been added which allows business owners and administrators to associate an employee to only be able to submit authorization requests.

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