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Client Portal Instructions
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As a valued client, you get a secure, password-protected portal to store and access your important financial documents from anywhere at any time. Whether you're at work, at home, or on vacation, you always have access to your tax returns, financial documents, or accounting database. Our app allows you to access this information from any mobile device. Download links are provided on our home page. This portal also allows us to work together efficiently by securely exchanging documents and very large files. Using your portal is simple. Click the "Login" button on the top right of any page on our website. You'll see a pop-up asking you to enter your login name and password. If you don't remember your login name please contact the office and we'll be happy to let you know what it is. We do not, however, have access to passwords so if you don't remember it, please click the "forgot password" link as shown in the image below. New IRS security regulations require strong passwords, which must contain uppercase and lowercase letters, at least one number and at least one special character. Additionally, passwords must be changed every 90 days.
To view any of your documents, start by clicking the appropriate folder on the left. All available subfolders will appear in the center. In the example below, the only available folder is "Tax Returns".
Once you click on that folder, you will see all available years. Simply click on the year folder for that year's documents. All documents are available in a format that can be downloaded, saved and/or printed locally.
FILE EXCHANGE
Uploading files and documents through our secure file exchange utility is simple as well. Start by clicking the "File Exchange" link on the left. Then click the appropriate folder in the center. In the example below, the folder is simply named "documents".
Next, click the "Upload" button and drag and drop the files you want into the center box. After dragging all of the files you want into the box, click the "Start upload" button at the bottom. As an alternative, you can click the "Add files" button on the bottom left and browse to any files you'd like to upload. You can tag as many files at a time that you like and you do not need to upload files one at a time. Once again, don't forget to start the upload when you're ready.
After the upload is complete, we will automatically be notified along with a list of all of the files you sent. 
Ross & Company CPA, PLLC
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