Dillner's Accounting Tools > section > Files
Your client portal allows you to receive secure, encrypted files from your accountant's office. 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 File Download Utility. Click here for the simple instructions on how to install the tool. Once the File Download Utility has been installed, refer to steps 1 -8 The client owner can grant permission for their employees to access files to/from the accounting office. After permissions have been granted, the employee name will display in the Allow access of this file to: field. Click here for instructions on Granting Permission 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.
Client Download Files From Accounting Office (10/24)
Downloading a Single File
Downloading Multiple Files
Employee Permissions
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