Client Portal Upload Instructions

Portal Upload Instructions

Click on ‘my documents’ along left side
Create a word or notepad/text document with any special instructions for the folder — example; ’2020 personal tax documents’ or ‘additional info’
Remember to tell us who the file is intended for (If a Fulcrum Croup employee is aware of what you are sending, please make note of whom the documents should go to)
You are now ready to upload documents
Click on the folder of the year you want to upload documents to
Click on blue + “Upload” button
Click on ’Select Files’ or ’Drag and Drop’ files into area selected
Add ALL documents required, include instruction document, if created
Click on green “Upload Files” button
Fulcrum Group will receive an automatic email notification that you have uploaded
If uploading multiple persons’ documents, create subfolders for each person by going into the folder of the year you would like to upload documents to, then:
1. Add folder
2. Name folder
3. lf you need to edit folder name — click on the pencil to the far right, make the changes and press enter
Repeat Numbers 6 —10 if uploading information for multiple people

Choose Company portal, not personal (unless only personal portal was set up)
Click on my documents along left side
Click on ‘Use this folder for send files to Fulcrum’
Create a word or text document with any special instructions to add to the folder that includes;
1. Year End documents
2. Version of Sage or Quickbooks
3. User and password for the bookkeeping file
4. Any notes or questions you have
You are now ready to upload documents
Click on + Upload
Click on ‘Select Files’ or ‘Drag and Drop’ files into area selected
Add all documents required, include instruction document if created
Click on ‘Upload Files’
Fulcrum Group will receive an automatic email notification you have uploaded

Create a folder in portal with client name
1. Add folder
2. Name folder
3. If you need to edit folder name – click on the pencil to the far right, make the changes and press enter
Create a word or text document with any special instructions to add to the folder that includes;
1. Year End documents
2. Version of Sage or Quickbooks
3. User and password for the bookkeeping file
4. Any notes or questions you have
You are now ready to upload documents
Click on + Upload
Click on ‘Select Files’ or ‘Drag and Drop’ files into area selected
Add all documents required, include instruction document if created
Click on ‘Upload Files’
Fulcrum Group will receive an automatic email notification you have uploaded