1. Accepting an Invitation to the Portal
  2. Step 1: Open the email received for registration

    When someone invites you to the portal, you will receive an email from [email protected]. This email will have detailed steps on how to register.

    Step 2: Click the register link that is provided

    Once this link opens, enter the information needed to register.
    Note: the link only works once and expires in 7 days

    Step 3: Bookmark the link

    Once you register, you can bookmark the registration link provided in the email. This link will bring you directly to the log in site. If you forget to bookmark this link, you can also access it at the top of this page.

  3. Adding a Folder
  4. Portal

    Step 1: Once you are logged into your portal, go to My documents

    Step 2: Click the Add Folder button at the top

    Step 3: Name the folder and click Save

  5. Uploading a Document
  6. Step 1: Log in to your portal

    Step 2: Go to My documents

    Step 3: Click the Upload button at the top

    Step 4: Select files to upload or drag and drop the file(s)

    Step 5: Click Upload files to complete the process

    Once you upload the files, an email will be sent to your accountant.

  7. Adding a Digital Signature
  8. Step 1: Log in to your portal

    Step 2: Go to My documents

    Step 3: Select the Documents to be Signed folder

    Step 4: Click the Sign Now button

    When you click the Sign Now button, DocuSign will open a web browser and display the document to be signed.

    Step 5: Click the START button at the top left of the screen

    Step 6: Click the Sign tag and sign the document

    There are three options when signing the document: use the suggested signature, draw a new one, or upload a current one from your files.

    Step 7: Click ADOPT AND SIGN

    Once the signature is uploaded, you can click adopt and sign.

    Step 8: Click FINISH at the bottom of the document

    Step 9: The document moves to the Signed Documents folder

    When you click Finish at the bottom of the page, the document will be sent to the new location which is the Signed Documents folder. The document will be displayed as a signature certificate of completion and a notification will be sent to a partner of the firm.

  9. Inviting Someone to the Portal
  10. Step 1: Log in to your portal

    Step 2: Click the Invite to Portal button in the top right corner

    Step 3: Enter the information of the individual you want to invite and click Invite