Yes, you can create a demo household!
To create an example household, open the Portfolio Audit app and click on Households in the left column. Then, click Actions > New Household. Add the details you want for the new household and hit Save. Once saved, you will then jump into the Manage Users app and create a user to access the new household. You can reference this user guide to check out how to create a new user.
After both of those steps are done, you'll have your demo household and can use the Client Portal app to find and open the client portal view for your demo client.
