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Client Portal

Introduction to Your Portal

Our Portal is an easy-to-use tool that allows Boulder Valley CPAs to securely exchange files with you using an intuitive folder structure, just like on your computer. You will receive email notifications when a portal is created for you that include a link to your portal and your temporary password.

Logging In to Your Portal
Your email address is your Login ID. The first time you login to Portal, use the temporary password sent to you in an email notification. Please email to get an invitation to use our portal. If you ever forget your password, click the Forgot Your Password link.

Browsing to Your Files

Once you have logged in successfully, you will see the Portal homepage and be able to proceed directly to the Files & Folders area in the middle of the screen. If you know where the file is located, browse to it as you would on your computer. If you do not, use the Search box at the top right of the homepage to quickly find it.

Accessing Your Files

Once you have located your file, double-click on it to open or save it to your computer. If you prefer, you can also right-click on the file and choose Download from the menu that appears. For most, this will initiate your browser's normal download procedure. A small pop-up will also appear at the bottom right portion of the screen for those whose Internet Explorer security settings prevent downloading files. If you are using Internet Explorer and a download prompt does not appear, click the link in the small pop-up to force the download.

Uploading Files to Your Portal

Send a file to the firm by dragging and dropping it into a folder on your portal that matches the description of your file. Many firms will have a folder specifically labeled for you to drop files into. This procedure is very similar to moving or copying files on your computer. The file will appear in the portal folder as partially transparent compared to the other files, meaning that it is ready to be uploaded. After dragging and dropping all of the files you want the firm to receive, click Upload Files at the top of the Files and Folders area to complete the upload.

An alternative to dragging and dropping files into Portal is to double-click on the folder that you want your file to reside in and then click the Add Files button. When you click Add Files you will be prompted to browse to the file(s) on your computer. After selecting the file or files you want to send to the firm, click Upload Files.

If you see that your newly uploaded files are tagged with a yellow NEW icon, the upload was successful and the firm can retrieve your documents.

We want to hear from you!

Please fill out this form and let us know how we can be of service. We will happily offer you a free consultation to determine how we can best serve you.