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 multiple files are referred to as a group. There will be one Title that contains the group of files. 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.
Download File From Accounting Office
Downloading a Single File
Note: If there are no Document Categories listed, the documents will be located in the General Documents category.Downloading Multiple Files
Employee Permissions
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