It's very important that you only ever contact your client using your Virtalent email address, never your personal one.
Your Client Success Manager is on hand to support you with any IT issues, including with the portal, so please contact your CSM in the first instance.
We recommend deciding on a to-do list app together, for you both to use when collaborating on tasks and projects.
At Virtalent, we promise our clients that the work carried out for them is 100% confidential and 100% secure. This means that we have a few sensible rules in place to make sure this happens.
If you need to use your client's credit or debit card to make payments on their behalf, there are a number of ways for your client to safely share these details with you, including LastPass and Passpack. It's also possible for your client to set-up a prepaid debit card (i.e. Pockit and Google Pay) for you to pay for more frequent expenses.
We recommend using a tool such as LastPass or PassPack. Please never send passwords via email!
It depends. We are a remote-first service, but if you are both happy, it can be possible to arrange an in-person meeting on occasion.
There's no need! Your client already has access to your Virtalent profile, inside the Task Portal. Please speak to Virtalent if they need more information than the profile contains.