{"id":857,"date":"2017-02-16T21:33:30","date_gmt":"2017-02-16T21:33:30","guid":{"rendered":"http:\/\/www.harringtoncpas.com.s208294.gridserver.com\/?page_id=857"},"modified":"2017-08-03T18:03:38","modified_gmt":"2017-08-03T18:03:38","slug":"client-portal","status":"publish","type":"page","link":"https:\/\/www.harringtoncpas.com\/client-portal\/","title":{"rendered":"Client Portal Guide"},"content":{"rendered":"<div id=\"pl-857\"  class=\"panel-layout\" ><div id=\"pg-857-0\"  class=\"panel-grid panel-no-style\" ><div id=\"pgc-857-0-0\"  class=\"panel-grid-cell\" ><div id=\"panel-857-0-0-0\" class=\"so-panel widget widget_sow-editor panel-first-child panel-last-child\" data-index=\"0\" ><div\n\t\t\t\n\t\t\tclass=\"so-widget-sow-editor so-widget-sow-editor-base\"\n\t\t\t\n\t\t>\n<div class=\"siteorigin-widget-tinymce textwidget\">\n\t<h3>Client Portal Guide<\/h3>\n<h4>Introduction<\/h4>\n<p>This guide contains information and step\u2010by\u2010step instructions on using the Harrington CPA\u2019s, Client Portal.<\/p>\n<p>This Client Portal is an extension to Harrington CPA\u2019s website and document management solution. It provides us with the means to securely and quickly exchange electronic documents with our clients.<\/p>\n<\/div>\n<\/div><\/div><\/div><\/div><div id=\"pg-857-1\"  class=\"panel-grid panel-no-style\" ><div id=\"pgc-857-1-0\"  class=\"panel-grid-cell\" ><div id=\"panel-857-1-0-0\" class=\"so-panel widget widget_sow-editor panel-first-child panel-last-child\" data-index=\"1\" ><div\n\t\t\t\n\t\t\tclass=\"so-widget-sow-editor so-widget-sow-editor-base\"\n\t\t\t\n\t\t>\n<div class=\"siteorigin-widget-tinymce textwidget\">\n\t<h4>Accessing and Use<\/h4>\n<p><a href=\"https:\/\/secure.netlinksolution.com\/nextgen\/?firm=98486\" target=\"_blank\" rel=\"noopener noreferrer\"><strong>Log in<\/strong><\/a> using your login and the password that you have been provide.<\/p>\n<p>Once signed in, you are on the homepage. A message will pop up asking you to select security questions to simplify future password resets.<\/p>\n<p>After that, we recommend changing the password you were first provided. To do this, click your name in the upper right hand corner, then select \u201cUpdate Password.\u201d<\/p>\n<ul>\n<li>Once the username\/password is generated, you have access to the portal.<\/li>\n<li>You can see all the options for the Tax Organizer on the left side of the screen.<\/li>\n<li>Can complete all information online and \u201csend to preparer\u201d (must HIT that button for it to actually send to preparer).<\/li>\n<li>Can save\/close<\/li>\n<li>Can also create a PDF to print\/save<\/li>\n<li>The upload tax documents can be used for you to send us your tax documents via the portal \u2013 it is important to note that once you have uploaded the documents and they show on your portal, you still must take that next step and send to preparer\u00a0(hit the orange button on upper left that says \u201cSend to Preparer\u201d).<\/li>\n<\/ul>\n<p><strong>Please note:<\/strong><\/p>\n<ul>\n<li>If you forget your password, you can request to have a new temporary password emailed to you by choosing \u201cforgot password?\u201d<\/li>\n<li>If ten consecutive, unsuccessful attempts are made to log into an account, the login for that account will be locked. An automatically generated email will be sent to the email address assigned to the account notifying you about the unsuccessful login attempts. The email contains a link which will allow you to immediately unlock the account. The lock will automatically expire after 30 minutes without user intervention after you complete the login phase, the Harrington CPA\u2019s Client Portal, Home\/Dashboard page will be displayed listing document presentation and file exchange under the document management module.<\/li>\n<\/ul>\n<\/div>\n<\/div><\/div><\/div><\/div><div id=\"pg-857-2\"  class=\"panel-grid panel-no-style\" ><div id=\"pgc-857-2-0\"  class=\"panel-grid-cell\" ><div id=\"panel-857-2-0-0\" class=\"so-panel widget widget_sow-editor panel-first-child panel-last-child\" data-index=\"2\" ><div\n\t\t\t\n\t\t\tclass=\"so-widget-sow-editor so-widget-sow-editor-base\"\n\t\t\t\n\t\t>\n<div class=\"siteorigin-widget-tinymce textwidget\">\n\t<h4>Using the Harrington CPA\u2019s Client Portal<\/h4>\n<p>The Home page of the Harrington CPA\u2019s Client Portal solution provides you with the features\/options listed below:<\/p>\n<p><strong>My Account<\/strong> (to the right of the screen right under the green bar \u2013 listed with your name) \u2010 Allows you to view and update your Login, Name, Email Address and Password<br \/><strong>Log Out<\/strong> \u2010 Allows you to sign out and end your session of the Client Portal<br \/><strong>Help Menu<\/strong> \u2010 Provides a menu of help topics for using the Client Portal<br \/><strong>Messages<\/strong> \u2010 Provides information on any \u201caction items\u201d or pertinent message from the system\/A&amp;H.<br \/><strong>Document Management\/Document Presentation<\/strong> \u2010 Allows you to view all documents uploaded from our document management system<br \/><strong>Document Management\/File Exchange<\/strong> \u2013 Allows you to upload and view documents from your system. Also allows you to view documents uploaded from our system but not from our document management system.<br \/><strong>Home<\/strong> \u2010 Allows you to return back to the Home view of the Client Portal<\/p>\n<\/div>\n<\/div><\/div><\/div><\/div><div id=\"pg-857-3\"  class=\"panel-grid panel-no-style\" ><div id=\"pgc-857-3-0\"  class=\"panel-grid-cell\" ><div id=\"panel-857-3-0-0\" class=\"so-panel widget widget_sow-editor panel-first-child panel-last-child\" data-index=\"3\" ><div\n\t\t\t\n\t\t\tclass=\"so-widget-sow-editor so-widget-sow-editor-base\"\n\t\t\t\n\t\t>\n<div class=\"siteorigin-widget-tinymce textwidget\">\n\t<h4>Accessing Documents<\/h4>\n<p>In order to access documents available for your review, click on your name on the left bar area (the Document Presentation) or File Exchange link. A list of documents will appear if documents have been made available for your review or you have recently uploaded a document.<\/p>\n<p>Click on any document in the list to open the document in view mode.<\/p>\n<p><strong>Please note:<\/strong><\/p>\n<ul>\n<li>Documents opened from the Client Portal are READ\u2010ONLY and therefore cannot be edited. If a document requires editing, save a copy to your local computer (File \/Save As), edit it as necessary and then upload it to the Client Portal as a new document.<\/li>\n<li>There are \u201cfields\u201d in the Tax Organizer, where you can enter information and send back to tax preparer (click the \u201cSend to Preparer\u201d orange icon in the upper left corner).<\/li>\n<li>Adobe Reader is required at minimum in order to review documents. In some cases, Microsoft Office Word and\/or Excel files may also be available for your review. In those instances the necessary software application must be installed in order for you to be able to view the document.<\/li>\n<\/ul>\n<p><strong>You can download <a href=\"https:\/\/get.adobe.com\/reader\/\" target=\"_blank\">Adobe Reader<\/a>\u00a0for free by going to the <a href=\"https:\/\/get.adobe.com\/reader\/\" target=\"_blank\">Adobe website<\/a>.<\/strong><\/p>\n<\/div>\n<\/div><\/div><\/div><\/div><div id=\"pg-857-4\"  class=\"panel-grid panel-no-style\" ><div id=\"pgc-857-4-0\"  class=\"panel-grid-cell\" ><div id=\"panel-857-4-0-0\" class=\"so-panel widget widget_sow-editor panel-first-child panel-last-child\" data-index=\"4\" ><div\n\t\t\t\n\t\t\tclass=\"so-widget-sow-editor so-widget-sow-editor-base\"\n\t\t\t\n\t\t>\n<div class=\"siteorigin-widget-tinymce textwidget\">\n\t<h4 class=\"title\">Uploading Documents<\/h4>\n<p><strong>You can access this feature in the Tax Organizer section of the NetClient (called \u201cUpload Tax Documents\u201d)<\/strong><\/p>\n<ul>\n<li>While in the Tax Organizer section, click on the \u201cUploaded Tax Documents\u201d on left side.<br \/>- Click the \u201cUpload\u201d button near the top. A box will appear and within the box will be buttons for \u201cAdd Files\u201d and \u201cStart Upload.\u201d<\/li>\n<li>Click on \u201cAdd Files\u201d and navigate through your files and select the file(s) you wish to upload to the Client Portal.<\/li>\n<li>Click on the \u201cStart Upload\u201d button. Click on the \u201cClose\u201d button to cancel the upload if necessary.<\/li>\n<\/ul>\n<p><strong>You can end your Client Portal session by clicking on the \u201cSign Out\u201d option under your name on the right side of the menu area.<\/strong><\/p>\n<p><strong>Please note:<\/strong><\/p>\n<ul>\n<li>You will be notified by email when a document is published to the Client Portal for your review.<\/li>\n<li>Documents of any type can be uploaded into the Client Portal.<\/li>\n<li>\u201c.tiff\u201d files will be converted to \u201c.pdf\u201d files.<\/li>\n<li>400MB is the maximum file size that can be uploaded to the Client Portal at one time.<\/li>\n<li>Please contact Harrington CPA\u2019s if you upload a document and time is of the essence.<\/li>\n<li>Harrington CPA\u2019s determines which documents are published to the Client Portal and reserves the right to unpublish a document as necessary.<\/li>\n<\/ul>\n<p>If you have any questions, please contact the Portal Administrator: 904 215 2256<\/p>\n<\/div>\n<\/div><\/div><\/div><\/div><div id=\"pg-857-5\"  class=\"panel-grid panel-no-style\" ><div id=\"pgc-857-5-0\"  class=\"panel-grid-cell panel-grid-cell-mobile-last\" ><div id=\"panel-857-5-0-0\" class=\"so-panel widget widget_pw_brochure_box widget-brochure-box panel-first-child panel-last-child\" data-index=\"5\" ><h3 class=\"widget-title\"><span class=\"widget-title__inline\">Client Portal Guide PDF<\/span><\/h3>\n\t<a class=\"brochure-box\" href=\"http:\/\/www.harringtoncpas.com\/wp-content\/uploads\/2017\/02\/Client-Portal-Guide.pdf\" target=\"_blank\">\n\t\t<span class=\"brochure-box__icon\"><i class=\"fa  fa-file-pdf-o\"><\/i><\/span>\n\t\t<span class=\"brochure-box__text\">Download PDF Document<\/span>\n\t<\/a>\n\n<\/div><\/div><div id=\"pgc-857-5-1\"  class=\"panel-grid-cell panel-grid-cell-empty\" ><\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"<p>Client Portal GuideIntroductionThis guide contains information and step\u2010by\u2010step instructions on using the Harrington CPA\u2019s, Client Portal.This Client Portal is an extension to Harrington CPA\u2019s website and document management solution. It provides us with the means to securely and quickly exchange electronic documents with our clients. Accessing and UseLog in using your login and the password &hellip;<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"acf":[],"_links":{"self":[{"href":"https:\/\/www.harringtoncpas.com\/wp-json\/wp\/v2\/pages\/857"}],"collection":[{"href":"https:\/\/www.harringtoncpas.com\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.harringtoncpas.com\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.harringtoncpas.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.harringtoncpas.com\/wp-json\/wp\/v2\/comments?post=857"}],"version-history":[{"count":0,"href":"https:\/\/www.harringtoncpas.com\/wp-json\/wp\/v2\/pages\/857\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.harringtoncpas.com\/wp-json\/wp\/v2\/media?parent=857"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}