The collaboration portal created by your advisor enables you to interact with them more closely and to securely approve and exchange documents from anywhere, anytime.
Watch this video to help you sign in and get started.
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You may be invited to access more than one portal. 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 documents.
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Your portal can be used on any computer or mobile device with access to the internet. Use the latest version of the following supported browsers to ensure that your portal displays and performs correctly:
- Google Chrome
- Internet Explorer
- Microsoft Edge
Screen resolutions from (640px x 960px) to (2560px x 1440px) are supported.
You'll receive an email from your advisor inviting you to connect with them in a secure online space, where you can collaborate with them on important documents and accounting tasks.
Once you receive an invitation email:
Click Sign in to your portal in the email. You'll then be directed to a web page where you'll be able to log in to the portal. An example login screen is shown below.
Bookmark the URL so that you can easily get to it next time.
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The URL of your portal is https://practicename.portal.accountants where 'practicename' is your advisor's business name.
Click the appropriate Sign in button to use your existing MYOB account or your Google account.
Enter your username and password, then press Enter. The portal is displayed.
If you've been given access to more than one collaborative portal, select the one you want from the list on the left. Your chosen portal is highlighted, so you know which one you're in at any time.
The Tasks page displays enabling you to view any tasks that your advisor has given to you to action.
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The Tasks page may be blank as your advisor may have only just set up your collaborative portal and may not have created any tasks for you as yet.
If you're having any issues with your portal, and the FAQs & Troubleshootingtroubleshooting section can't help, get in touch with your advisor.