Your Secure Client Portal Guide

Key Benefits of Using the Portal

• Secure Document Exchange: Safely upload and download sensitive financial documents, far more secure than email.
• 24/7 Access: View your tax returns, financial statements, and other important files anytime, anywhere.
• Centralized Communication: Keep track of messages and requests with your Schapira CPA team in one place.
• Organized Files: Access historical documents easily without searching through emails.
• Efficiency: Speed up processes like document submission and approvals.

Accessing the Client Portal

Getting started is simple:

1. Visit the Portal Login Page: Navigate to the secure portal URL in your web browser:https://www.schapiracpas.com/
2. Enter Your Credentials: Use the email address registered with Schapira CPA and the password you set up during your initial invitation.
3. First Time Login? If you haven't accessed the portal before, please check your email for an invitation link from Schapira CPA or contact us for assistance.
4. Forgot Password? Click the "Forgot Password?" link on the login page and follow the prompts to reset it via email.

Navigating the Dashboard

Once logged in, you'll land on your dashboard, which provides a central hub for accessing different portal features. Key areas typically include:

• Document Center/File Exchange: This is where you'll find folders containing your tax returns, financial statements, source documents we've requested, and files you've uploaded.
• Messages/Communications: A secure inbox/outbox for sending and receiving messages directly with your Schapira CPA team members.
• Action Items/Tasks: A section highlighting any pending requests or documents needing your attention (if applicable to your portal version).
• Profile/Settings: Manage your contact information and potentially notification preferences.
• Notifications: Alerts about new documents, messages, or required actions.

Explore the different tabs or menu options to familiarize yourself with the layout.

Accessing Financial Documents

The Document Center is your secure repository for important files:

• Finding Files: Documents are typically organized into folders (e.g., "Tax Returns," "Financial Statements," "Source Documents"). Use the folder structure or any available search bar to locate specific files.
• Types of Documents: You may find finalized tax returns, financial reports, engagement letters, documents you've uploaded for us, and requests for information.
• Downloading & Viewing: Click on a file name to view it directly in your browser (if supported) or download it to your computer. All transfers are encrypted for security.
• Uploading Documents: Look for an "Upload" button or drag-and-drop area within the relevant folder to securely send files to us. Avoid emailing sensitive documents whenever possible; use the portal instead.

Communicating with Your Team

The portal often includes a secure messaging feature, providing a safer alternative to standard email for discussing financial matters:

• Sending Messages: Look for a "New Message" or "Compose" button. Select the appropriate recipient from your Schapira CPA team (if options are provided) and type your message.
• Receiving Messages: New messages will appear in your portal inbox. You may also receive an email notification prompting you to log in and view the message.
• Attachments: You can usually attach files directly to your secure messages.
• Benefit: Keeps communication history organized and secure within the context of your account.

Troubleshooting & FAQs