Minimize

Access the Client Portal here. Download Consent to Disclosure (pdf) and Portal Article (pdf).

Client Portal Introduction
How often do you need a copy of a tax return we prepared but don’t have the time to figure out where you put it? A phone call or email to us takes care of that. With our Client Portal, getting copies of your tax return and other documents is faster and easier than ever.
 
Often, you may need to provide copies of your tax information to a banker or attorney.  This is another instance where Portal can make the transfer of information quick and easy.  All you need to do is fill out our Consent to Disclosure Form and return it to our office.  We can then set up a Portal for the individual you indicate on the disclosure form and upload your information for their retrieval. Making the process even easier, you can download the fillable Consent to Disclosure form right from this page.
 
What’s wrong with sending information via email?
Several states have already passed laws prohibiting professional service firms from sending sensitive personal information via email. Email attachments are usually unencrypted, which means if an email is somehow intercepted before it reaches the intended recipient, it is possible for a third party to view the attachment. We anticipate that more states will pass similar laws, and rather than wait for Washington to jump on the bandwagon, we are taking proactive steps to protect client information.
 
In addition to potential legal changes and security issues, sending files via email can take an extraordinarily long time, depending on the size of the files, and some files might simply be too big to send via email. Also, depending on your email security settings, there’s a chance that emails with attachments might get caught in your spam filter, or never reach you at all.
 
What are the benefits of using Portal?

  • All documents are automatically checked for viruses before they are published to the Portal.
  • You won’t have large files filling up your email inbox.
  • No one will be able to access the documents in your Portal without your email login and password.
  • If collaboration on a document between RAUPC and a client is desired, each party can “check out” the document that is posted on the Portal, make whatever changes are necessary, and check the document back in. This eliminates the problem of having multiple versions of a document going back and forth.
  • Using the Portal software will eliminate the need for us to password protect individual documents, which not only saves us a few steps, but keeps documents more secure.

 
What will I need to do in order to use Portal?
If we have more than one email address on file for you, you will need to choose ONE email address to receive all notifications pertaining to use of your Portal.
 
When we set up your Portal, you will receive a welcome email from portaladmin@raupc.com with a link to the Portal site. You will receive a separate email containing your temporary password. The first time you access the Portal site you may be prompted to download and install Microsoft Silverlight (a browser plug-in which is necessary to use the Portal software). Once you have done this, you can log in using your temporary password. You will be prompted to change your password at that point. Your password must contain all of the following: a) 8-32 characters; b) at least one upper-case character; c) at least one numeral or special character (*, &, #, etc.).
 
Keep your password in a safe place for future reference. If you forget or lose your password, you can simply request a new password through the Portal website; however, you will only be able to use that new password once, and will again be prompted to change it. We do not have access to your password, and we do not have the ability to change your password for you.
 
How do I use the program?
Fortunately, the program is pretty user friendly. When you access your Portal you will see the file folders that contain your Portal documents. You have the ability to download these documents to your own computer. Depending on the type of document, you may also be able to check out documents so that you can make changes and check them back in to the Portal.
 
For the time being, you should add the Portal log-in page to your Favorites in your web browser. But we are also in the process of redesigning our website so that it focuses more on content that will be useful to our clients. When the redesign is complete, there will be a “Client Portal” page with a link to the Portal login screen.
 
Are there any technical difficulties with using Portal?
Like most software, Portal does not always work perfectly. This seems to be more of a problem the first time you log in and try to download a document, but there are also some limitations depending on type of computer (PC vs. Mac) and what internet browser you use. Based on feedback from clients who have already used Portal, and information from our software vendor, we have some hints and suggestions you should note:

  • It’s a good idea to add the email address portaladmin@raupc.com to the “safe senders” list in your email program. However, please note that this is a send-only email address, and thus it will not accept incoming emails.
  • When you first log in and install Microsoft Silverlight, chances are you might not be able to access the Portal immediately after doing so. If you find this to be the case, close out of your browser, then re-launch it and try accessing the Portal again. If that doesn’t work, try rebooting your computer. If neither of those solves the issue, let us know and we will try to troubleshoot the problem. Most clients who have had problems were eventually able to log in and download documents after doing the above.
  • There are some internet browsers that do not support Microsoft Silverlight. The ones that we know to be compatible are Internet Explorer 6 or above (Explorer 7 or 8 if you have a Mac), Firefox, and Google Chrome. If you are using a Mac, please note that Safari is not compatible with Microsoft Silverlight. You can, however, use the latest version of Firefox.
  • If you are using Internet Explorer, you might experience an issue when you try to check out or download a file. If Internet Explorer blocks the download until you confirm it is okay to download the file, and then takes you back to the Portal login screen to repeat the check-out or download process, it is most likely due to a security setting in Internet Explorer. You can correct this by performing the following steps:
  • Open Internet Explorer.
  • Select Tools.
  • Select Internet Options.
  • Select the Security tab.
  • Select the Internet Zone.
  • Select Custom level.
  • Scroll down to the Downloads area.
  • Check to enable Automatic prompting for file downloads.
  • Check to enable File download.
  • Click OK.

This may seem like a lot of overly complicated information, but we think once you start using the Portal successfully you will find it to be pretty easy. Our goal is to keep your information safe and secure, while at the same time streamlining the way we share information with you, and Portal is the way to accomplish that. As always, feel free to contact Amy with any questions or problems you have. And since implementing this software is a learning process for us as well, we really appreciate your patience while we get things up and running.