How to Video

Please feel free to view and share with your clients the video version of the How to Guide.

How to Guide for Client Portal (insert name of client portal if using)

Welcome to the (insert name of firms) client portal. (Insert name of firm) is excited to introduce the new client portal. This portal is an online management system that allows you to easily and safely send, receive and store all of your accounting and tax information online.

What does this mean for you?

The client portal allows you to review and approve your accounting and tax information with the click of a button. It also allows you to view open and closed requests and any current requests we've sent to you.

Why are we doing this?

It’s a safer and more efficient way to handle your accounting and tax. It simplifies the process for you and allows us to serve your individual needs better. It also provides you with more flexibility, you can comment and ask questions directly in the portal. Your accountant is immediately notified and can take action. This eliminates the need for email and keeps it all together in one place, so you can review it at any time.

What do you need to do?

Follow the process below to:

Review Tasks

You will receive an email with your tasks. Click on ‘manage checklist’ to access the tasks you need to complete.

You will automatically see all the tasks assigned to you for completion.

Please note: if you open this link on one device, and you’d like to access it on a different device, click the link again and it will ask you to “Send Access Link”. This will send another link to the originally sent email that will allow you to access it from the computer.

Comment, ask questions and upload files

You’ll be able to comment, ask questions and upload files on each of the tasks, which your accountant is immediately notified of and can take action.

Click Comment to comment or ask questions on a task or click upload files to attach files to a task. To add files to a comment click on the paperclip icon on a comment while composing.

Log in

By logging in, you’ll have access to all your open and closed requests, including current client requests that haven’t been completed. You’ll also have copies of documents you have uploaded, so you can keep track and easily find what’s been sent.

  • If you have a login, follow the instructions and log in (example A)

  • If you don’t have a login click the ‘create account’ button and it will ask you to create an account (example b).

  • If you forgot your password, click the forgot password link and follow the instructions (example c)

Example A

Example B

Example C

Once you have created an account, you can access the client portal at any time. You can log in using either of the following options: (remove the option you are not using)

  • Go to our website: (insert website address and placement of link ie and click Client Login in the top right), or

  • Follow this link: (insert URL from settings) Tip: for ease, add this link to your ‘favorites’ in your internet browser

Once you are signed in, you will be taken directly to the client portal which looks like this.

Find a downloadable version of this page here, the password to access is: CPHT

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