When creating your Client Portal user account, or when linking a new client entity to your existing Client Portal user account, you must have client information that matches what the firm has for your records to authenticate the access to your invoice(s).
Your client information may also be referred to as your client key, client ID, or client number. Both the Client Number and Invoice Number are required in order to enter the portal directly as a guest or when linking the additional client entity to your Client Portal user.
- Client Number: Enter the client number for the client entity you wish to see and/or link. Your client number is located on your invoice from your firm. If your client number includes letters, be sure to type them exactly as printed on your invoice adhering to case sensitivity.
- Invoice Number: You must enter the Invoice number of ANY invoice you have ever received. If your Invoice number includes letters, be sure to type them exactly as printed on your invoice adhering to case sensitivity. You may leave the invoice number field blank only if no invoice was ever issues to that client entity.
In order to add an additional client entity to your user, you must enter the client information that is provided to you by the firm, which again will include the client number and any invoice number associated with the client entity, even if it is from an invoice that has already been paid.
There are a few variations on how firms choose to request you to input your client information. Therefore, when Adding an Account, be sure to follow the on-screen instructions for inputting your client information.
Still having trouble?
While rare, a network firewall on your work PC may prevent your access to your client portal. If you receive a "Client Key Error" message and have entered the correct client number and it's associated invoice number as written on your invoice, you may have a network firewall preventing access.
To test this, access your firm's Client Portal URL (located on their website) from your smartphone or tablet, select to either sign in or "pay invoice without an account", enter your client number and any invoice number associated to the client number.
If you get into the Client Portal with your phone or tablet, this means your work PC has a network firewall. Contact your IT administrator to lift the firewall and whitelist aiwyn.ai domain, allowing all links from that domain to be accessed from your work computer.