SEND AND RECEIVE FILES SECURELY
DHA CLIENT PORTAL
WHAT IT IS:
- A secure platform designed for easy upload and download of documents
- Users sign into a Dashboard to view and manage folders and documents
WHEN TO USE IT:
- You have a large number of documents or large files to send to DHA, such as QuickBooks files or tax workpapers
- You need to access and download documents that we have sent you, such as your completed tax return
GOOD TO KNOW:
- Users need an account and password to access Client Portal
Need help with the DHA Client Portal?
Download our New User Guide.
FILE SHARE
WHAT IT IS:
- A secure platform designed for easy upload of documents
WHEN TO USE IT:
- You have a small number of documents to send to DHA
- You want to send files to a specific member of our staff
- You need to upload documents but don’t have a Client Portal account
GOOD TO KNOW:
- User account and password are not required, just enter your contact information
You need to select a staff member to receive your files
Same process as when a staff member sends you a “Send a File” link via email