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Inside the Client Portal: Your Client’s ExperienceInside the Client Portal: Your Client’s ExperienceInside the Client Portal: Your Client’s ExperienceInside the Client Portal: Your Client’s ExperienceInside the Client Portal: Your Client’s Experience

Inside the Client Portal: Your Client’s Experience

Jun 12, 2026 12:00 PM
Roy Clifton

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Ever wondered what your clients actually experience in the Smokeball Client Portal? Join Senior Trainer, Roy Clifton, for a quick live demo where we step into their shoes and explore how the portal keeps them informed, engaged, and connected to your firm.

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CLE Information

CLE Information

Presenter
Roy Clifton
Roy Clifton
What attendees are saying:
"Jordan Turk is friendly, down-to-earth, and gives interesting examples.
She is a credit to the profession and to Smokeball."

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