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What can I do in the Portal?

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: