TRANSPARENT REPORTING
To enter your Client Portal, you will need your Client ID. If you do not have a Client ID, please contact our Client Services Department via email at service@theaxiomgrp.com.
Click below to enter your Client Portal for updates per Association.
HOW TO NAVIGATE THE CLIENT PORTAL
To view owner accounts and ledgers:
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Select the Association you would like to view.
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Select the owner account to view.
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To view the ledger summary, from the ledger tab scroll down to ledger view and select view
additional ledgers, then select summary from the dropdown box.
To print the ledger summary:
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Select the print ledger tab. The ledger will open in another window.
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Then select the print icon at the top left corner.
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Select export from the pop-up box and select the open tab. The ledger will generate in PDF format and
then print or save.
To view letters:
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Select the Letter tab.
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Select the letter to view.
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The letter will open in another window.
To view and print reports:
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Select the Report tab on left side of screen.
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Select report to view or print.
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Apply report filters. Under Operator select the equal sign (=)
for both Management Company and Association. Under Value select Management Company and Association to view report. See below for example.
OR
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Select View in right corner and report will generate.
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To print report, select the printer icon in left corner then select export from pop-up box.
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Select Open at the bottom from pop-up box.
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PDF will appear on the bottom of screen, open PDF and print or save.