Fulcrum Property Tax Advisory: Client Portal Docs

Getting Started

Fulcrum’s client portal version 1.0 launched November 2021. Its purpose is to help clients easily and securely send files to the Fulcrum team.

To view client files, manage client accounts, or manage users, you’ll need an admin user account. Contact your team lead to get your admin account created.

For support on how the portal works, or for new ideas for future versions, chat with Neoteric Design.

Log in

Log in at https://portal.fulcrumtaxadvisory.com/admin/. Have your email address and password ready.