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How satisfied are you with our online help?*

Just these help pages, not phone support or the product itself

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Very satisfied

Why did you give this rating?

Anything else you want to tell us about the help?

Your advisor will use your Portal to communicate and share information with you. They may also assign tasks for you to complete, such as a document review.

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.
  • your advisor creates a general task for you to action related to your business.

You can add comments to a task, or send documents to your advisor. They'll receive an email letting them know whenever you do this.

Here are a few things you can do in your collaborative Portal: