To access and create an account on
Hascal's secure client portal, please go to http://www.hascal.com
? and click on the login button shown below. You can download a PDF version of these instructions here.
The next page you will see a login box
but you'll need to register first.
Please click the Click Here to register
Link that will bring you to here?
Fill out all of the questions, with a
valid email address so that you'll receive a correspondence email
from your accountant that you have a file waiting to be download from
the portal. Your accountant will also be receiving an email once
you've upload a file to the portal as well.
Now that you have created an account,
Hascal's administrator will receive an email stating that a client
is awaiting verification to access the secure portal. Once you've
been verified you will get an email verification that you can now
access the secure portal.
Uploading
files to the Secure Portal
Now that you have been verified, please
go to http://www.hascal.com
and log in with the email address you used to register with.
Click login? and enter your email
address
And password and hit "sign in"
The next page will say "Secure File
Exchange"
Click Secure File Exchange to open up
the portal that will look like this?
You can create a folder if you want or
just go-ahead and start uploading files?.
Uploading is very easy to do. Hit the
Upload Button on the top left hand corner.
This box will pop up.
and browse out to the location of your
file on your on your computer.
You will see the file in the file box
and hit "Upload" and you will see a bar going across with the
percentage rate telling you much of the file is left to be uploaded.
Once it's a 100% your accountant will
receive an email that you have uploaded a file and they'll go to
the portal and retrieve it. Example of the email that your accountant
would receive?.
The
file "test.doc" (301 KB) was successfully uploaded into the
"MyDocuments" folder for "your accountant's name" on
1/28/2009 at 4:42 PM.
Note:
if you need to upload multiple files and once, it's easier to "zip"
them all up, that will compile them and compress them into a single
file for uploading?
If
you highlight multiple files at once, you can right click and then
"send to Compressed (zipped) Folder to create a single zip file.
Please
contact Hascal, Sjoholm and Co., PLLC's Network Administrator for
any problems or questions.
Eric
Powell
Cell:
425.239.9988
Office
Direct: 425.609.7532
Email:ericp@hascal.com
or administrator@hascal.com
