How to use our online secure document portal
Here at Balance we are always striving to keep ahead of the competition and be at the modern forefront of the accountancy profession. Standing still is not an option, and that is one of the reasons why we have decided to start sending documents to our clients using a Secure Document Portal.
If you want to look at the other reasons why we have decided to introduce the Portal then click here
The Portal is easy to setup and easy to use; and don’t worry about having to login to the Portal on a regular basis to check if documents are there for you to view, because you will get an email from us when a document is sent to the Portal for you to action.
The first time we either send a document to you in the Portal or we set you up as a user, you will receive an email with a link, along with a username (your email address) and a password to gain access.
Once you have accessed the Portal you can change the password if you wish.
To gain access to your Portal Inbox (for the first time only) you will need to set a memorable date, memorable word, and also provide a certificate signature. The signature can be uploaded, or you can just draw one on the screen – this signature will be included on certificates which are produced once you have approved a document.
Navigation of the Portal Inbox is easy and for any documents sent by the Portal you will be able to see any message we sent with the document, the document attachments, the certificate (once the document has been approved), and you have an option to save the attachments and certificate if you so wish.
Not only can we send documents to you by the Portal but you can also send documents to us via the Portal using the simple instructions in the ‘Upload’ area. For example, you could send us spreadsheets, copies of letters, or backups from desktop versions of accounts packages such as Sage or QuickBooks.
We are quite excited here at Balance at the benefits that we think using the Portal will bring, and we hope that our clients will embrace the use of this modern technology too!