Aguillard Accounting Secure Portal

CLIENT PORTAL

 

Welcome to our secure client portal.

Clicking on the link below will send you to a separate site to access the portal.

You should have received an email from us to establish a log in. If not, please contact us to create the account for you. Once you have logged into our portal you can upload or download files.

Guests may use the Guest File Transfer to upload or download files without registration.

CLIENT PORTAL

 

 


DOWNLOAD

Download Our Files

Access our portal with your user name and password

  • Click the Documents from Preparer link under the My Folder section.
  • In the right window, all documents we have shared with you should appear.
  • Identify the document you would like to download.
  • Click the Download link for the document just to the right of the filename.
  • Choose to open or save the file.
  • If you select Save, follow the normal procedure you use when saving a file to your computer. 
  • UPLOAD

    Upload Files to Us

    Access our portal with your user name and password

  • Click the Documents to Preparer link under the My Folder section.
  • In the right window, click the Upload link.
  • Click the Select button to search for the file you would like to upload.
  • The file should display under the button. Click the Upload button. 
  • The file will display in the right window. You have the opportunity at this time to rename or delete the file if necessary. It would be very helpful if you would give the file a name that clearly identifies it like “Entergy W2.” 
  • The system will notify us that a file has been uploaded by you. 
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