Getting into your client portal
Your professional uses Copiafy to share documents, goals and messages with you securely. The portal is free for you, works on your phone, and needs no app.
1 The first time
- Open the invite email from Copiafy, which shows your professional's name.
- Tap the button in the email. That creates your free account and opens your portal.
- Upload what your professional asked for under Documents. A clear phone photo of a form is fine.
2 Every time after
- Go to app.copiafy.com/client/portal. It's worth bookmarking or adding to your home screen.
- Sign in with the same email address your invite was sent to.
- No password? Choose Magic Link, complete the quick security check, and open the email it sends you on the same device.
Working with more than one professional?
- • You only need one sign-in. When another professional invites you, use the same email address and you'll see both.
- • Inside your portal, choose whose portal you're in from the switcher at the top. Your choice is remembered next time.
- • Each professional only sees what's in their own portal with you. Documents and messages you send one of them aren't shown to the others.
Something not working?
I can't find the invite email
Search your inbox for "Copiafy" and check your spam, junk and promotions folders. Still nothing? Ask your professional to check the email address they used and send the invite again.
The button in the email says the link has expired
Invite links only work for a limited time. Ask your professional to send you a new invite, or sign in from the sign-in page with "Magic Link" if you have already set up your portal.
"That sign-in link has expired or was opened on a different device"
A Magic Link only works on the phone or computer, and in the browser, where you asked for it. Go back to the sign-in page on that device, send yourself a new link and open the email there.
"We couldn't find an account with that email"
Use the exact email address your professional sent the invite to. If you are not sure which one it was, ask them.
A page says my portal isn't available
Your professional has paused portal access for now. Contact them directly; nothing you uploaded is lost.
I forgot my password
You don't need one: choose "Magic Link" on the sign-in page and we'll email you a link that signs you in.
Your portal is private: only you and your professional (and their team) can see what's in it. Copiafy will never ask for your password by email, text or phone.
Still stuck? Reply to your professional's email or contact them directly. They can send you a new invite at any time.