Client Portal Instructions

• Client Portal FAQ
• Explanation of emails
• Logging into Client Portal
• What does the “Update Internet Explorer Settings” link do? (For Advanced Users)
• Changing your password
• Accessing document
• Contacting Support
• Forgot Password

Client Portal FAQ

Q: What is the Client Portal?
A: Client Portal is a web based application used for secure file transfers and collaboration between Habif, Arogeti & Wynne, LLP and our clients.

Q: How does the Client Portal work?
A: If your accountant has a file such as a draft of your tax return, he or she can publish it to your Client Portal. You will receive an e-mail notification with a link to the Portal page. On the page you will see a list of your documents, any of which you can view.

Q: Can I send files to my accountant using my portal?
A: Not at this time.

Q: How do I get started with my Client Portal?
A: If you have not already received your login information for your portal, just click the provided link to request it. If you have your login information, just connect to your portal using the provided link and login.

Explanation of Emails

• New Client Portal - The first email you will receive notifies you a new Client Portal has been created. Important details included in this email:
  • Portal URL - https://dmsext.hawcpa.com/clientportal/
  • Unique Portal ID
• Client Portal Admin User - The second email you will receive notified you a new Client Portal Admin User has been created. Important details included in this email:
  • Login and Password

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Logging into Client Portal

• Navigate to https://dmsext.hawcpa.com/clientportal/
• Use the credentials (Login and Password) from the emails to access your Portal
• Upon logging in for the first time you will be asked to change your password. Your new password must meet the following requirements:
  1. Must be 8 characters long
  2. Must contain at least one lowercase letter
  3. Must contain at least one uppercase letter
  4. Must contain at least one number
  5. Select “Save” then “Cancel”
• Once you’re logged in you will be taken directly to your file list
• If you’ve forgotten your password please contact your tax professional to have it reset

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What does the “Update Internet Explorer Settings” link do

• Sets our Portal server as a Trusted Sites
• Sets Active X Controls for Local Intranet and Trusted Sites
  1. ActiveX controls and plug-ins: Download unsigned ActiveX controls
  2. ActiveX controls and plug-ins: Run ActiveX controls and plug-ins
  3. ActiveX controls and plug-ins: Initialize and script ActiveX controls not marked as safe for scripting
  4. ActiveX controls and plug-ins: Allow previously unused ActiveX controls to run without prompt

Changing your password

• Click User Information under Welcome Panel on the left menu
• Click Change My Password in the User Information pane.
• Enter the new password in the New Password and Confirm New Password fields.
• Click Change to save the new password or Cancel to return to the User Home page without changing the password.

Accessing documents

• When a new file has been published to your Client Portal you will receive an email stating the client name, file name and a link to login to your Client Portal
• Once you’re logged in you will be taken directly to your file list
• You may access (in read-only mode) your file(s) by selecting the filename hyperlink or clicking on the file icon.
• The message box reminds you that you are accessing the document in a read-only mode and changes will not be saved. Click Yes.
• Another second message box asks whether you want to Open or Save the file locally to your computer.

Contacting Support

• If you are experiencing technical difficulties after reviewing this help menu you may contact our Help Desk here

Forgot Password

• If you’ve forgotten your password please contact your tax professional to have it reset

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