Client PortalDashboard
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Address Mail
Correspondence and documents uploaded by your address manager
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Message Your Address Manager
Ask about your application status, required documents, or anything address-related
My Documents
Lease agreements, utility bills, and formation documents
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Proof of Address
Your assigned proof of address documents
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Admin Dashboard
Manage all clients and their services
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All Clients
Address timelines, assigned addresses and proof of address
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Upload Mail
Upload a scanned mail item directly to a client's inbox
Click to insert at cursor. These are replaced with each client's actual data when sending.
Click to upload or drag & drop
PNG, JPG, PDF — up to 20 MB — optionalAll Mail
Browse all mail uploaded across every client
| Client | Sender | Subject | Category | Date | Status | Action |
|---|---|---|---|---|---|---|
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Documents
Upload documents for clients and view the full history
Files are organized into a folder for this client automatically.
Used as the document name for a single file. If you select multiple files, each will be named after its filename.
Applied to all files in this upload.
Click to select file(s) or drag & drop
PDF, PNG, JPG, DOCX — multiple files supportedMy Tickets
Create requests and track their progress
No tickets yet. Create one above!
Ship Mail
Track requests to have your physical mail shipped to you
No shipping requests yet. Use the "Ship Your Mail" button on the My Mail page to request one.
Client Tickets
Manage and respond to all client requests
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Ship Mail Requests
Client requests to ship physical mail/cards to their address
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Address Inquiries
Client conversations from "Message Your Address Manager" about applications, mail, or documents
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