Professional Portal

Create a professional account and securely work with client-shared records.

• Manage Your Professionals Team And Professional Portal Access

  Add a professional, choose which records they can see, accept portal invitations, change permissions, review access history, or revoke access.

• How To Use The BestInterest Professional Portal

  Open client-shared records, search messages, manage your profile, and understand Professional Portal access and notifications.

• How Do I Create A BestInterest Professional Portal Account?

  Create your Professional Portal account, complete your profile, and securely access records that clients choose to share.

• How Do Professional Portal Invitations And Client Access Work?

  Invite a client, accept a client's invitation, and understand how each client controls Professional Portal access.

• How Do Professional Portal Reports And Downloads Work?

  Generate verified reports, print calendar agendas, download approved files, and understand report limits and expiration.