Once inside, to access any documents we have already uploaded for your convenience, click the "Cloud" button on the top left-hand corner of your screen. From there, select "Files".
If you have multiple companies that we do work for, there will be several Client Portals. You may select the one you would like to view by clicking the arrow next to the name of the company, or you may view all files at once by selecting "All Entities".
To download a document, you may either click the name of the document (this will open it in your web browser), or check the box to the left of the document. From there, you will need to click the three dots on the right hand side of the page, and select "Download".