Overview
The Fortium client portal is where you can view documents, respond to proposals, sign paperwork, check invoices, and communicate with your accountant. This guide walks you through logging in for the first time and finding your way around.
Logging In
Your accountant will set up your portal account and provide your login credentials.
- 1Go to the portal login page provided by your accountant
- 2Enter your Email and Password
- 3Optionally toggle Remember sign in details to stay logged in on this device
- 4Click Log in
If you have forgotten your password, click Forgot password? on the login page and follow the link in the email. If you still can't log in, contact your accountant.
Navigating the Portal
Once logged in, you will see a menu across the top of the page. On smaller screens, tap the menu icon to open it.
The portal is organised into the following sections:
- Home: what your accountant needs from you, your company's details and deadlines, and recent activity
- Documents (dropdown group):
- Documents: files your accountant has shared with you, available to download
- Documents we need: records your accountant has asked for, where you upload them
- Documents to sign: documents waiting for your signature
- Progress: how your accountant's work for you is going
- Forms: forms your accountant has sent you to fill in
- Account (dropdown group):
- Messages: conversations with your accountant
- Proposals: proposals from your accountant that you can accept or decline
- Invoices: your invoices, with PDF copies to download
- Questionnaire: appears once your accountant sends you one
- Resources (dropdown group): tax calculators, and News and updates from your accountant
- Integrations: connect Xero or QuickBooks
Your accountant decides which sections they use, so you may not see all of these. Badge counts appear next to menu items when something needs your attention, such as a pending signature or an unread message.
Your Name, Companies and Logging Out
Your name is displayed in the top-right corner of the page. Click it to open My profile, to switch to another company if you look after more than one, or to Log out.
What's Next?
- Reviewing Proposals — respond to service proposals from your accountant
- Signing Documents — sign documents digitally
- Completing Questionnaires — fill in your client questionnaire