Overview of Firm Portal

The firm portal is a safe and secure way to share documents and access invoices. Invoices can even be paid through the portal using Abacus Payment Exchange (APX).

Use this guide to help you use the firm portal.

First Time Sign In

1. When you are granted access to the firm portal, a welcome email is sent to you. Open the email and click Sign in to your account.
   
2. The Sign In page opens in your web browser. Enter your email address and the temporary password from the welcome email. Click Login.
   
3. Complete the welcome form. When creating your new firm portal password, note that the password must be at least 8 characters long and contain at least one number, one uppercase letter, and one lower case letter. Click Sign In.
   
4. Notification that your password has been changed appears. Click Back to Login.
   
5. The Sign In page reappears. This time (and for any future sign in) enter your email address and the new password you just created and click Login.
   
6. The firm portal opens.
   

Signing In

Signing In without Multi-Factor Authentication

From the sign in page (which appears when you are not signed in), enter your email address and password and select Login.

The firm portal opens.

Signing In with Multi-Factor Authentication

1. From the sign in page (which appears when you are not signed in), enter your email address and password and select NEXT.
   
2. A verification code is sent to your mobile phone. Enter the code and select VERIFY.
   
3. The firm portal opens.
   

Working with Documents

The firm portal displays a list of documents for your account.

Searching for Documents

Select the search button  and enter the document name (or a portion of the document name) in the box. Documents matching the search string are listed.

Click X to clear the search.

Filtering the Document List

Select the filter button . The filter menu appears. Select how you want to sort and order the document list.

Downloading Documents

Find the document in the list and click Download.

Uploading Documents

1. In the Uploading Documents pane on the main window, do one of the following:
   • Find the file or files in the File Explorer and drag and drop them onto the pane.
     
   • Select Browse File. From the Open window find and select the document and click Open.
     
2. The Upload New Document window appears.
   
   
   • Change the person or company as necessary.
   • Select the tax year for the document to be filed under.
   • If document tagging has been enabled for the firm portal, select a document tag to categorize the document.
   • Click UPLOAD.
3. The uploaded document is listed in the documents list on the firm portal.
   
   If the document was uploaded with a year attached it will show a year folder that you can expand to see the documents in the folder.
   

Deleting Documents

Select the document name, then select Delete Document.

Working with Invoices

The Invoices tab on the firm portal displays a list of invoices for your account.

Searching for Invoices

Select the search button  and enter the invoice name (or a portion of the invoice name) in the box. Invoices matching the search string are listed.

Click X to clear the search.

Filtering the Invoice List

Select the filter button . The filter menu appears. Select how you want to sort and order the invoice list.

Downloading Invoices

Click the invoice number and click Download.

Paying Invoices

1. Click the Make Payment button.
   
2. The Make a Payment window appears. If you see the payment method to use listed, go to step 4. Otherwise, click Add Card.
   
3. Enter the information for the new payment method and click SUBMIT.
   
4. Check the payment method and click NEXT.
   
5. Click PAY.
   
6. Payment confirmation appears. Click CLOSE.
   
7. Notice that once the page is refreshed, the invoice is marked as paid.
   

Account Information

1. Select Settings and My Preferences.
   
2. To change your contact information, change your first and last name as necessary and click SAVE.
3. To change your password, click UPDATE PASSWORD. Complete the form for the new password and click Update.
   

Multi-Factor Authentication

Multi-Factor Authentication (MFA) is an authentication method that requires the user to provide a verification factor to gain access to an application. Since MFA asks for more than just a user name and password, it increases security.

Enabling Multi-Factor Authentication

1. Select Settings and then Multi-Factor Authentication.
   
2. Click PHONE NUMBER and enter your mobile phone number to receive the verification code. Enter the number with no dashes or punctuation, like this 15269875548. Click SEND CODE.
   
3. A code is sent to your mobile phone. Enter that code in the Verification Code field and click SUBMIT.
   
4. MFA is enabled for your account and you will be prompted to enter a code each time you log into the portal.
   

Disabling Multi-Factor Authentication

1. Select Settings and then Multi-Factor Authentication.
   
2. Enter your mobile phone number and click SUBMIT.
   

Signing Out

Select Logout in the upper right corner.