A Portal is your personal document and file storage space accessible from our Website. It is free to clients. We also use a portal type environment for electronic signature.
Our primary portal, the "document portal" is managed by a large third party provider called Sharefile. They are in the business of providing online storage and online collaboration resources for accounting, finance, healthcare, banking and other industries that require an extremely high level of data safety and security. Our eSignature portal is an affiliate of our Tax Software provider with similar safety and security measures for highly sensitive data.
If you are a current client of Regina Young CPA, we are happy to setup a document portal. If you don't already have a portal and would like to request one, simply click on the CONTACT button in the main menu and send us an email. We will set you up ASAP and send you an invitation to activate your account. If you use electronic signature with us, the eSign portal is required and automatically established.
Once Activated, portals are available to you 24 x 7 x 365.
How we use Portals:
Upon client request, we can upload Tax Returns and other documents to your portal.
We store your personalized Tax Organizer in your portal.
We selectively archive certain types of backup files using your portal
We facilitate electronic signatures using portals.
It is important to note - we do not automatically upload your Tax Returns to your document portal. If you want your tax return(s) available through the document portal, please send an email requesting it.
To Login and Navigate your Portals
Navigate to the Home page of our website.
Click PORTAL LOGIN or ESIGN LOGIN on the lower left side of the Home page.
Enter your login credentials to access your Portal (see login credentials section below).
The document portal and eSign portal are separate environments. They will have different login credentials.
For the document portal, Click on FOLDERS then SHARED FOLDERS in the left-side menu bar.
You may see more than 1 folder with your name on it.
Typically, we create a folder for your Tax Organizers and a folder for Taxes and other documents.
The contents of the Tax Organizer folder will be purged each year. Do not store files in this folder for long term storage.
The Tax folder contents are perpetual but are subject to purging if the folder becomes cluttered. Especially if files are large, redundant, or stagnant. Dormant files, folders, and login credentials will be purged after long periods of inactivity.
From the document portal, you can View, Print or Download any document in your portal.
You will be assigned a username upon activation.
You will designate a password during the activation process.
FORGOTTEN PASSWORD? both Portals employ a password recovery option from the login screen.
The system will step you through a reset of your password.
We cannot view or access your password. Resetting passwords must be initiated by the individual possessing the username for the account.
Password complexity requirements may change from time to time. The system may force you to update your password.