A lot of interaction with your Your advisor will be through the use of tasks and emails that they'll create and send to you. Your advisor may include you in a number of relevant portals or only one.For example, your accountant may set up a collaborative portal for your personal accounts and another for your business accounts. For your business-related portal there may be a number of other people associated with that portal, e.g., your business partner. Your accountant may give you access to the whole portal or restricted access to certain tasks and/or documentsportal to communicate and share information with you. They may also assign tasks for you to complete, such as a document review.

You'll always receive an email from your advisor when activities in your collaborative portal occur. For instance, you'll receive an email when:

:

• your advisor shares documents with you to view and/or file
• digital approval of documents is required. In this case, a task will be created by your accountant and assigned to you to action.
• they create a general task for you to action related to your business.

In turn, you can make comments You can add comments to a task, or send documents to your advisor that are relevant to any task. They'll receive an email letting them know whenever you do this.

In Here are a few things you can do in your collaborative portal, you can:

• view a document
• approve a document
• view all my your tasks
• view the details of a task
• view a general task
• upload a document
• leave comments.