To pay you invoice online click the ‘Pay Online’ button in the top right-hand corner of our website
Enter your details as per below;
- You will need to choose the type from the drop-down list based on who your invoice has been issued to.
- Individual: The invoice was issued to you personally.
- Business: The invoice was issued to your Company, Trust, Partnership, SMSF ect.
Note:
- The invoice number should be used in the bill/invoice reference box.
- Further if the bank card symbol does not appear after you have entered your card number an invalid card has been entered and the payment will not be able to be processed.
Once you have entered your details click ‘Proceed’. This will bring up a confirmation screen, please review your details are correct before clicking ‘Pay Now’
Uploading Documents
From the Documents screen > Choose the applicable entity drop-down list > click Upload.
If you only have an individual account there will not be a drop down option.
This will will open file explorer, select the file(s) you wish to upload and click open. If you have access to multiple entities, please choose the entity you wish to upload the files to before uploading. If you have not selected the entity, you will receive an error when trying to upload the files.
An Uploads notification will pop-up to show progress and will automatically minimise once the files are fully uploaded.
The files will then show on the Documents grid.
Documents can also be Uploaded by dragging and dropping them onto the portal website – when you drag then drop onto the portal web page, you will see the following image.
Downloading Documents
Select the file and click the Download button to download a file. Multiple files can be selected for download.
After pressing the download button, you will be presented with the usual web browser options for downloading (this will be dependent on the browser being used. Below is the view using Chrome.
Previewing Documents
Preview: Select the file and click the Preview button to view the file online. Preview will display like this:
Most documents are available for preview, but not all documents or files can be previewed. Those that cannot include documents containing macros (i.e. .docm and .xlsm) and software data files. Documents that cannot be previewed will have the preview button disabled.
Example of a document which cannot be previewed.
Assigning Filters to Documents
If you have uploaded a file and need to assign (or reassign) a filter, select the document, then choose the assign option for filters and you will see this window to allow you to select the appropriate filter. By selecting one document and holding down the shift or control key you can select multiple documents to enable assigning filters in bulk.
It is possible to create, rename and delete filters – you can only rename and delete filters that you have created. Any documents under a filter that is deleted will move up one level to the next highest filter.
Change your password
You can reset your password from within the portal. From the Welcome back, <Your Name> area at the top right of the portal page, click Profile.
From the profile page, click “Manage profile” which will take you to your Identity Page. Once on the identity page click Password on the left hand side, type your old password, new password and confirm password, then click Update password.
You will receive a message confirming your password has been changed. You will then need to logout and login back into the portal.
Forgot your password
If you can’t remember your password for your Client portal go to the portal login page here and follow these steps:
Click Forgotten password.
Type in your Email Address, tick “I’m not a robot” and click Submit
Check your email and then click on the Blue Hyperlink to reset your password.
Type in a new password – the password must contain at least 1 Capital letter, 1 number and be at least 8 characters long. Retype the password and press Reset to update your password.
You can access the document either by logging in to the portal or by clicking the link in the email and then logging in to the portal.
Once you have logged in to the portal, highlight the document and click the “sign” tab.
The document will open for you
Click Continue
Then click in the yellow box “Click here to sign”
There are 4 ways to sign. Type / Draw / Image / Mobile App
Today we will type.
Click Apply
Click the blue button “Click to Sign”
Your document is signed
You can download the document for your records if required.
A better way to send, receive and sign documents at no additional cost
We have a client portal to enhance our service to you.
Once you have accepted the invite to set up your client portal, you will be able to login via our website in the top right hand corner. Details on accessing the portal for the first time can be seen below.
If you need any assistance with access to the portal please let us know.
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 (the email will be from Our Firm via HowNow Portal portal@hownowhq.com), 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 document
- Clicking on the link in the email will take you to website to access and sign the document – This 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. To access the Adobe Sign website to sign the document either click the link in the email, or, in the portal, select the document and click the Sign button. The sign button will only be enabled if you are able to sign the document.
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 signing option in the task column next to the document name.
When a document has been set-up up for signing, you will receive an email with a link to the document. Clicking on the link in the email will take you to the document to sign it.
The signing task enables you to click and accept the document without the need to enter signature images throughout the document. This method of signature is very secure and just requires you to confirm that you accept the entire document. To sign the document either click the link in the email, or, in the portal, select the document and click the Sign button. The sign button will only be enabled if you are able to sign the document.
Once you have read the document and are happy to sign, click on the ‘Start’ (yellow tab) 
You can also upload files to us
Use the same logon and password – Holden Accountants Portal
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. If you have access to multiple entities, select the one you wish to upload the file to.
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.
Resetting your password
If you have forgotten your password, select “Forgotten Password” on the portal login screen and you will receive an email with a link to reset your password.
If you wish to change your portal password, this can be done from your Profile (the person image) on the top of the website.
If you need to update your email address for our you will need to follow the below instructions. Unfortunately, we no longer have the ability to alter your email addresses.
- 1. Sign into your portal account here
- Then click on Profile
- Update the email field with your new email address and click Save Changes.
