3.0 Client Download Files From Accounting Office

Your client portal allows you to receive secure, encrypted files from your accountant's office. 

Downloading a Single File

1. Click the Download Files quick tile on the Dashboard or select Files>Download Files from the left menu to download files uploaded to you by the accounting office.
   
   
   
   
2. Accounting Offices can set up Document Folders to organize the files sent to the client portals. Examples are Bookkeeping, Financial, Payroll, and Tax. Please take a look at the image below. 
3. If the Accounting Office uploaded a Tax document, click in the Tax folder area.
4. All client portals have a General Documents folder. If your Client Portal has no Document Folders displayed, click in the General Documents folder area to locate your files.
5. The number of files in the folder and the date of the last file uploaded to the folder are noted below the Document Folder name. 
6. A red Unopened file notification will be located to the far right of the Document Folder name. The red notification will disappear once the unopened file(s) have been accessed.
7. After clicking the Document folder, tabs for each year will display along the top of the file list.
8. The upload title will appear as a link under the Title column heading. Click the Title link to view the file details and notes from the Accounting Office.
   
9. To download a single file, move the cursor to the right of the file name and click the Download icon that displays.  Note: The download icon will be displayed ONLY when the cursor is on the file name area.

Downloading Multiple Files

Within your client portal, you may download multiple files. The numerous files are referred to as a group. There will be one title that contains the group of files.

Multiple files can be downloaded in a matter of two clicks!  From the left menu, click on the Files drop-down and click the Dillner's File Download Utility. Click here for the simple instructions to install the tool. 

Once the File Download Utility has been installed, refer to steps 1 -8 

1. Refer to steps 1-8 from above.
2. Each file is listed separately under the File Name column.
3. Click on the blue Download All icon to download all files listed.
4. Click the blue Browse button to choose the desired location to store the files.
5. Click the blue Download All button to complete the process.  

Employee Permissions

The client owner can grant permission for their employees to access files to/from the accounting office. The employee name will display in the Allow access of this file to: field after permissions have been granted.

Click here for instructions on Granting Permissions to Client Employees to Access files from the Accounting Office.

Important Note: The only files the client employees will have access to are files uploaded AFTER their employee portals were created and only the files they have been given access to during the download process by the owner.