Whutuporo - Awesome Accountants
  • Services
    • The Scrum >
      • Tax Returns
      • GST Returns
    • The Coach >
      • Cashflow Management
      • Business Planning
      • Financial Awareness
      • KPI Improvement Coaching
      • Monthly Coaching
      • Succession Planning
    • The Crowd >
      • Wills
      • Audit Shield Insurance
      • Xero Accounting
      • MYOB Accounting
      • Life Organiser
      • Trusts Review
      • Business by Design
    • The Tāne Service >
      • Kumara Service
      • Harakeke Service
      • Manuka Service
      • Pohutukawa Service
      • Kauri Service
      • Service Comparison
  • About
    • Team
    • Victory Stories
    • Frequently Asked Questions
  • OUR CLIENTS
    • Resources
    • Whutuporo Smart Plays
    • Bulletin Articles
    • Client Behaviour Policy
    • AML Policy
  • Sponsorships
  • Contact Us
  • Annual Checklists
    • Checklist Instructions
    • Checklist Links
    • Uploading and Viewing Documents

Uploading and Viewing Documents

How To Upload Documents To Us
Ater you have completed your checklist one of the Whutuporo team will send you an email with a link to your online space and you will use this link to upload your files. We will use the email that we have on file under your name for access.
 
First step is to click on the link where you will be asked to log in with your email. It uses a Microsoft account box for the login. If you do not have a microsoft account you will be asked to log in a different way, through a verification code sent to your email. 
 
If you need to access using a different email get in touch with Whutuporo and we will reissue your invitation. 
 
Once you are logged in:
  • simply open the relevant entity folder, and locate and open the Upload folder.  
  • locate the file(s) on your computer to drag and drop or click the upload files option if preferred.  
 
Your files will then upload and within 15 minutes sync through to our software. 
 
On successful sync your files will disappear from the upload folder and will receive an automatic notification.


How To View Documents That We Send You
​
You will receive an email with a link to the documents that are needing to be viewed. In here you can view all the documents that we have sent you that require no signature.  
 
Only the recipient of the email will be able to view the documents. For example if [email protected] receives the email and clicks on the link  included in that email only [email protected] can log in. 

Once you click on the link where you will be asked to log in with your email. It uses a Microsoft account box for the login. If you do not have a microsoft account you will be asked to log in a different way, through a verification code sent to your email. 
 
If you need to access using a different email get in touch with Whutuporo and we will reissue your invitation. 
 
To view your documents you will need to click on the relevant entitys folder and locate the Documents folder. 

Need Further Assistance?
If you need further assistance with uploading or viewing documents please contact either Blaire or Sam and they will talk you through it.

How To Upload Documents Video


Checklist Links
  • Checklist Instructions
  • Links to Our Checklist and Information Schedules
Make Appointment
Picture
Whutuporo Accountants
​Phone: 03 348 4403
Level 1, 11 Picton Avenue, Tower Junction, Riccarton
Christchurch 8011, New Zealand
  • Services
    • The Scrum >
      • Tax Returns
      • GST Returns
    • The Coach >
      • Cashflow Management
      • Business Planning
      • Financial Awareness
      • KPI Improvement Coaching
      • Monthly Coaching
      • Succession Planning
    • The Crowd >
      • Wills
      • Audit Shield Insurance
      • Xero Accounting
      • MYOB Accounting
      • Life Organiser
      • Trusts Review
      • Business by Design
    • The Tāne Service >
      • Kumara Service
      • Harakeke Service
      • Manuka Service
      • Pohutukawa Service
      • Kauri Service
      • Service Comparison
  • About
    • Team
    • Victory Stories
    • Frequently Asked Questions
  • OUR CLIENTS
    • Resources
    • Whutuporo Smart Plays
    • Bulletin Articles
    • Client Behaviour Policy
    • AML Policy
  • Sponsorships
  • Contact Us
  • Annual Checklists
    • Checklist Instructions
    • Checklist Links
    • Uploading and Viewing Documents