Portal Upload Instructions
Personal Upload Instructions
Important - Print or Copy This Instruction Page for Reference
- 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:
- Add folder
- Name folder
- 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
Corporate Upload Instructions
Important - Print or Copy This Instruction Page for Reference
- 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;
- Year End documents
- Version of Sage or Quickbooks
- User and password for the bookkeeping file
- 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
Bookkeeper Upload Instructions
Important - Print or Copy This Instruction Page for Reference
- Create a folder in portal with client name
- Add folder
- Name folder
- 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;
- Year End documents
- Version of Sage or Quickbooks
- User and password for the bookkeeping file
- 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