VO Basics

Welcome to your Portal! 

This portal offers secure functionality you have come to depend on, as well as new, user-friendly updates and features!

Logging In

Go to your accounting office's website. Click the Log In button to enter your Username and Password.

For your convenience, please use the articles linked below to guide you and your staff, step-by-step, through many of the features within your portal.

Navigation

Customize Dashboard

Add Staff (Office)

Adding a Client

Dillner's File Transfer Utility 

Dillner's File Download Utility

Upload to Clients

Download File from Clients

Guest Request

Download Guest Files

Enjoy exploring the latest and greatest features in your portal!