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What's new in client portals

July 2022


20 July

  • Clearer task reminders
    We’ve rewritten the emails you receive from your advisor for a task reminder. You'll now be able to more easily see when you have a reminder, opposed to when you have a new task. Learn more about tasks.

May 2022


9 May

  • Send larger documents
    The maximum file size for a file has been increased to 100 MB.

  • Upload multiple files at a time
    When you're sending documents to your advisor, you can now upload multiple files at a time. Learn more about sending documents.

March 2022


7 March

Easily keep track of which documents you've viewed

If a document associated with a task requires a signature, a Viewed icon (an eye) will appear next to the document when you open the document. The icon only appears for you, not your accountant.

You need to view documents that require a signature before you can approve or reject them, so this makes it easier to know which documents you've already opened, and which documents you still need to review before you can action the task. Learn more about Approving a documentViewing a task and Viewing a general task.

Previous updates


We've redesigned the portal and improved workflows to make it easier for you to do what you need to do. For instance:

  • You'll be able to easily identify the practice logo, practice name and portal name of the portal you're using.

  • Portals that you've been included in are easily visible and listed on the left of your screen. When you're working in a specific portal, the portal is highlighted so that you know which one you're in, and you won't get confused with other portals you belong to.

  • There is a tab for your Tasks along the top of the page where you'll be able to see when tasks are due and the other portal users that have been assigned to the task by your accountant.

  • There is a tab for your Documents along the top of the page where you'll be able to see all your documents, any associated tags and who has access to the document. 

  • You can easily sort and filter your documents.

  • You're now able to see all the details of a task in a separate panel on the same browser window/tab from which you're accessing the portal. You won't have to go to another browser window/tab like you used to.

  • Access the online help and log out using the cog icon next to your name.