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Web Portal FAQ's

As part of our firm's strategic plan to operate as efficiently and effectively as possible, we use a web portal as a primary means of delivery for documents.  Here is a list of Frequently Asked Questions that will make using the portal quick and easy.

How do I get to the portal?

You can get to the portal Sign In screen from either the BHB Website at any time or by clicking here.

How do I Sign In to my account?

You Sign In by typing in your username which is usually your e-mail address, and your password.  If you type in a username or password that is incorrect you should click on the “Help! I've forgotten my password” link under the Sign In box.  A box will pop up allowing you to reset your password via e-mail or by answering your security question.  If you still have difficulty, you can call Carrie at 651-332-5101 to have her manually reset your password.

How do I access documents that have been uploaded to the portal?

After signing in, you will be taken to a home screen or Dashboard.

  • The dashboard will have an icon that says Document Presentation.  Click on this icon.
  • You will see a folder with your name on it; select the folder by clicking on it.
  • This will open up to a list of folders by year. Select the year that corresponds to the document you would like to view.
  • This should open up to a list of available documents to view.  View a document by clicking on it.
  • You now have the ability to save, or print your document.
  • These documents will be permanently available for your use.

How do I upload a document/file to the portal?

  • The dashboard will have an icon that says File Exchange.  Click on this icon.
  • You will see a folder with your name on it; select the folder by clicking on it.
  • Once your folder is open you should see five icons under your name. Click on the last one that says Upload.
  • A box will open up; under the box you will see two selections: Select Files & Upload.  Choose Select Files.
  • This will open up a list of all the files on your computer.  Choose the file you wish to upload and select Open.
  • Repeat step 4 for as many files as you wish to upload.
  • Once you have all the files selected that you wish to upload, select the Upload button.
  • Your files will begin to upload; please do not sign out of your account until all your files have finished uploading.

How do I pay an invoice online?

After signing in, you will be taken to a home screen or Dashboard.

  • The dashboard will have a bookkeeping icon that says My Invoices.  Click on this icon.
  • This will open up two tabs, one for open invoices, and another for paid invoices. If you do not see any invoices and you have both a business and personal account on the portal you should select the account you wish to view the invoices for by clicking the drop down button by the Select a Client box which is located to the left of the My Account and Sign Out options near the top left of your screen.
  • Select the invoice you wish to pay by checking the box to the left of the invoice date.
  • Next click on the Pay Selected option on the bottom right of the screen.
  • Re-enter your Sign In password and select Next.
  • Enter your credit card information, and select Continue.
  • Review your information; if everything is correct then select Submit.
  • Print your confirmation, if desired.

What do I do if I forgot my password?

  • After typing in your username, take a guess at your password
  • When you have entered an incorrect guess, you will see under the login box a link that says “Help! I've forgotten my password.” Click on this link.
  • Type in your username and e-mail address
  • Then you will need to click the button for Reset Via Email or Reset Via Security Questions (Note: if you have not set up security questions you will not be able to use this option)
  • After clicking okay, a temporary password will be sent to your e-mail or after answering the security questions.
  • Use this password to login and make sure to change your password to something you will remember under the My Account icon.

How do I set up my security Questions?

After signing in, you will be taken to a home screen or Dashboard.

  • Click on the "My Account" icon to the left of the home screen.
  • Click the highlighted word “Edit” to the right of the title “Security Questions”
  • Choose from the drop down arrow which question you would like as a security question.
  • Type in the answer in the space provided below.
  • Do steps 3 & 4 for all four security questions
  • Click "Okay" when you are done.
  • Click the Dashboard icon to return to the home screen.

For any other questions or help with these functions, please contact us.

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