How do I delete an existing client portal in CCH® ProSystem fx® Integrated Portal?

  1. On the navigation panel, select Configuration.
  2. Under Client Manager, select Client.  
  3. Open an existing client
  4. Select Portal from the navigation panel
  5. Select Delete Portal under the Portal management heading
  6. Select Yes when asked if you are sure you want to delete the portal.
  7. To exit, select Save & Close in the lower right hand corner
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