Portal User Help Center

Welcome to our Client Portal

A better way to send, receive and sign documents


We have recently installed a portal to enhance our service to you. The portal is accessed from this URL - https://portal.hownowhq.com


Benefits to you

  • Unprecedented access to data, such as financial statements and income tax returns
  • Access your relevant documents 24/7
  • Better security than email
  • Easily transfer files to us – no need to deliver your accounting data file or scanned documents to our office, simply upload from your location
  • Ability to sign documents electronically and have the signed document automatically sent back to us

 

Accessing the Portal for the first time

 

You will receive an email invitation from us to access the portal, click on the link in the email and this will take you to an area to enter your password. Please note passwords must contain at least one capital letter and one number and be at least 8 characters in length.


Once you have entered your password, you will be redirected to the portal login page. Enter your email address and password to access the portal.


When we upload a file for you

  • You will receive a notification via email with a link to the portal
  • Click the link and enter your logon and password
  • Access your documents and download as needed


By selecting a file you can choose to:

  • Preview - this will open the file in the website to enable viewing. See Preview Documents for further information on this function.
  • Downloading - this will download the file to your computer - see Download Documents from the Portal for further information on this function.

Signing a document


The portal enables the electronic signing of documents, either for a single person or for multiple signatories. If a document has been uploaded for you to sign, you will see the signing option in the task column next to the document name. 


When a document has been set-up up for signing, you will receive an email with a link to the document. Clicking on the link in the email will take you to the the document to sign it.


The signing task enables you to click and accept the document without the need to enter a signature images throughout the document. This method of signature is very secure and just requires you to confirm that you accept the entire document. To sign the document either click the link in the email, or, in the portal, select the document and click the Sign button. The sign button will only be enabled if you are able to sign the document.

Once you have read the document and are happy to sign, click on the 'Start' (yellow tab)  and you will be taken to a box for your signature - your email is displayed under this box. Click on the text 'Click here to sign' and either type, draw or select an image to sign. Click on Apply and you will be asked to confirm with the 'Sign' (red tab). Click the button at the bottom with text 'Click to Sign'. Once the document has been signed, your signature details will be added to the document.


You can also upload files to us


Use the same logon and password – https://portal.hownowhq.com


Documents can be uploaded to the portal for us to access. From the documents tab, select upload file which will open file explorer, select the file(s) you wish to upload and click open.


Hint: If you wish to upload to a particular filter, click on the filter prior to uploading.


An uploads notification will pop-up to show progress and will automatically minimise once the files are fully uploaded.


Documents can also be uploaded by dragging and dropping them onto the portal website.

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