Client portal guide for client users
At Agranda CPA, we have chosen to utilize the client portal to ensure easy and secure management of all information or documents you share with us. You don’t need to log in regularly to the client portal, as you will receive an email notifying you if we require any action from you, such as uploading a document or reviewing a tax return. You should have already received an email from Agranda CPA with a link to our client portal, along with instructions on how to set up your password. We are committed to making your experience as seamless and efficient as possible.
Here is a link to our Senta tool where you will find comprehensive documentation as well as a detailed video tutorial explaining the functionality of our portal.
How can I sign in to the client portal?
To access Agranda CPA’s client portal, you will first need a link, which will be sent to you in the activation email dispatched by our firm. The link format will resemble something like https://agrandacpa.senta.co — this is just an illustrative example; your specific link will be provided by Agranda CPA.
Click on the link, and you should be directed to the sign-in page.
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.
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.
Upload a document
The ‘Upload a Document’ section enables you to securely share documents with Agranda CPA at any time. Once you upload a document, it will remain accessible for viewing and downloading on the ‘Your Items’ page.
To upload a 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.
If you accidentally upload a document or require the deletion of a document from the portal, please reach out to Agranda CPA for assistance. Our team is here to help.
Things you must do
The ‘Things You Must Do’ section will alert you to any tasks, forms, or documents uploaded to the client portal and inform you of any requirements currently needed by your Agranda CPA team.
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.
You can review all items assigned to you by your accountant or bookkeeper in the ‘Your Items’ section. Various filter options are available to assist you in navigating the page effectively.
1. Search bar
For quick and easy access, you can search for documents via the search bar that is located in the top left corner of the Your items page.
You can filter the Your items tasks and files by Urgency; Outstanding and Historical. All items that require your attention that has 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.
You can filter Your items section by the item type:
- Requires signature
- Requires upload
You can apply multiple filters to display the relevant items.
Choosing the Date filter will allow you to filter the items by date.
You can choose to filter the page to only show items within specific folders. Choose which folder or subfolder to display documents from by ticking to select that folder. Multiple folders can be selected at once, or you can choose to select all folders, or none, using the top tickbox.
6. 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.
The ‘Deadlines’ section is where you can find important dates shared by your accountant or bookkeeper.
If you don’t see a specific date you’re looking for, please inform your accountant or bookkeeper, and they can add it to the portal for you.
Click ‘Review Now’ to see all your upcoming deadlines.
All the deadlines will be organised by month and year: