Download File 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. The files will be grouped by a Document Category. Document Categories are used as folders to organize documents from the Accounting Office. Examples are Bookkeeping, Financial, Payroll, and Tax. All clients will have a General Documents category.  If your Accounting Office sends you a Tax document, it will be located under the Tax Document category. Click on the Tax Documents link to open/expand the list of files "in this folder."  Click on the Tax Documents link again to hide/collapse the list of files.
3. There will be a red Unopened file notification located to the far right of the Document Category name. The red notification will disappear once the unopened file(s) have been accessed.
   
   
   
   Note: If there are no Document Categories listed, the documents will be located in the General Documents category.
   
   
4. The title of the document will appear as a link under the Click Title column heading. Click the link to open the uploaded file(s).
   
   
5. To download a single file, click the Download button.
   
   

Downloading Multiple Files

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

1. Repeat steps 1-3 from above.
2. Each file is listed separately under the File Name column.
3. Click on the Download All button to download all files.
   
   
   
   
4. Click here for instructions to the File Download Utility if prompted to use this program during the download of the files.

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 they were added and only the files they have been given access to during the download process.