A Better Way To Send, Receive & Sign Documents
We have recently installed a client portal to enhance our service to you. You can access the portal login from our website – http://accession3.com/ – by clicking on the client access area.
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 client 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.
- Downloading – this will download the file to your computer, the actions after download will depend on the browser that you are using
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 words Click to Sign or Secure Sign appear in the task column next to the document name.
Click To Sign
When a document has been set-up up for Click to Sign, you will receive an email with a link to the document and a pin code. Clicking on the link in the email will take you to the portal to sign in and access the document.
Click to Sign 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.
Select the document, click the Sign tab and enter the PIN code you received. Once you have read the document and are happy to sign, click on Confirm Signature and you will be presented with a box which is prefilled with your name and email. Click on Continue and you will be asked to confirm, select Yes. Once the document has been signed, your signature footprint details will be added to the document.
When a document has been set-up up for Secure Sign, you will receive an email with a link to the document and a pin code. Clicking on the link in the email will take you to the portal to sign in and access the document.
Once in the portal, select the document and select the Sign tab and enter the PIN code you received. In the document locate and click on the signature panels (there could be multiple places that your signature is required) and type in your name (you can change the type of signature and colour, or draw or upload an image of your signature). Once the signatures are in place click, confirm signature (at the bottom of the document), ensure the prefilled details are correct and press Continue. Confirm your wish to sign, by clicking Yes. Once the document has been fully signed, your signature footprint details will be added to the document.
You Can Also Upload Files To HowNow
Use the same login 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.
Again, you can access the portal login from our website – http://accession3.com/ – by clicking on the client access area.