Working with Documents
How to upload, download, preview and sign documents
Documents can be uploaded to the Portal for access by your accountant. From the Documents screen >select a Client from the drop-down list >se...
Mon, 8 Jan, 2018 at 10:50 AM
Preview: Select the file and click the Preview button to view the file online. Preview will display like this: Most documents are available for prev...
Tue, 9 Oct, 2018 at 12:14 PM
Download: Select the file and click the Download button to download a file. Multiple files can be selected for download. After pressing the downlo...
Mon, 10 Dec, 2018 at 2:19 PM
If you have uploaded a file and need to assign (or reassign) a filter, select the document, then choose the assign option for filters and you will see this ...
Mon, 17 Jul, 2017 at 2:59 PM
As at July 2017, there are two methods for signing within the portal, using two different products. Your accountant will be using one of the two methods ...
Wed, 16 Aug, 2017 at 1:30 PM
The portal enables the electronic signing of documents, either for a single person or for multiple signatories. If your accountant has uploaded a doc...
Fri, 28 Jul, 2017 at 9:59 AM
The Portal enables the electronic signing of documents, either for a single person or for multiple signatories. If your accountant has uploaded a docum...
Fri, 28 Jul, 2017 at 10:00 AM
The portal enables the electronic signing of documents, either for a single person or for multiple signatories. If your accountant has uploaded a do...
Wed, 4 Oct, 2017 at 1:46 PM
The portal enables the electronic signing of documents, either for a single person or for multiple signatories. If your accountant has uploaded a docum...
Thu, 14 Mar, 2019 at 8:46 AM