Your accountant has chosen to use the client portal to ensure that any information or documents that you share with them can be easily managed and kept secure. You don’t need to routinely sign into the client portal, as you’ll get an email notifying you if your accountant needs you to do something, such as uploading a document or reviewing a tax return. You should have already received an email from your accountant with a link to their client portal, as well as instructions on how to set up your password. 


Switching between the accounts


If you are linked to more than one account, you will be given an option to switch between different portals e.g. between your individual and corporate account. Simply click on the account name that you would like to sign in to.




You will be able to check which account you are currently logged into by checking the the box in the top right corner of the Client portal screen:





To switch to another account, click on the account name displayed in the top right corner and select another account. 



Main dashboard


The Main dashboard is the very first page that you are going to see when you first sign in to your Client portal. The areas that you will see on the main dashboard are Things you must do, Your items, Deadline, About us and Upload a document. 


Navigation bar


1. Home 


Click Home to go back to the main dashboard.


2. Help and support


Clicking on Help and support will take you to our guide section, where you will be able to browse through our articles and videos.


3. Your account


Click on the Your account section to sign out of the portal.




Things you must do


The Things you must do area will notify you of any tasks, forms or documents that have been uploaded to the Client portal and of any things that your accountant needs from you right now. 

Clicking on Review now will take you to the Your items page that will be pre-filtered to show you the outstanding items that require your attention.





Your items


You can view all the items that your accountant has assigned to you from the Your items section. There are a several filter options to help you to navigate around the page.



1. Urgency


You can filter the Your items tasks and files by Urgency; Outstanding and Historical. All items that require your attention that have not been actioned yet will be classified as Outstanding, and all items that have been actioned will be classified as Historical. You can filter Your items by one category or both.


2. Items


You can filter Your items section by the item type:


  • Documents
  • Requires signature
  • Forms
  • Requires upload
  • Questions


You can apply multiple filters to display the relevant items.


3. Date


Choosing the Date filter will allow you to filter the items by date.


4. Outstanding items to review/Historical 


This is the main section of the page that displays your outstanding and historical items, depending on the filter that you apply.


5. Search bar


For quick and easy access, you can now search for the documents via the search bar that is located in the top right corner of the Your items page.



Deadlines


The deadlines section is the place where you can view any important dates that your accountant has shared with you. 

If you don’t see the date that you’re looking for, let you accountant know that you’d like to see this on the portal and they’ll be able to add it for you.


Click on Review now to view all of your upcoming deadlines.



All the deadlines will be organised by month and year:




About us


The About us area is a place where your accountant may choose to share contact details for their practice.

Click on View now to open up a window where you will be able to view the information that your accountant is sharing with you.





Upload a document


The Upload a document area allows you to securely share the documents with your accountant at any time. Once you upload a document, it will always be available to view and re-download from the Your items page.


To upload document, click on Upload now



You can either drag and drop files from your desktop straight into Senta, or you can click on Select file and choose the file from your computer.