Uploading your Documents

At Allan Hall we have a secure and safe way for our clients to upload their documents with us. This is connected with our firm document management software, so will save your documents within your unique client file.

This system allows us to send clients an email with a hyperlink to our firm OneDrive where documents can be uploaded, rather than attaching and sending documents through email. When a client opens the email and clicks the link, they will be prompted to request a verification code via email to verify that the person opening the link is the recipient.

Given the increasing need for vigilance with cyber security, removing the need for attachments by email is especially important for any financial documents we need as your accountants, which often contain sensitive information.

Through this system we are able to send one document, or multiple documents at the same time, and any type of document including Word, Excel, PowerPoint and PDF.

Your accountant will send through your personalised link when requesting documents from you. We will often request documents from you at the start or during the process of completing your year-end tax each year. We may also request documents to complete quarterly or monthly BAS or ad hoc advisory work.

If you have any issues accessing this link or any questions about this process, please get in touch with us.

Should you have any problems accessing the documents or folders that are shared with you, it may be due to the following:

• You are already a Microsoft 365 Business user — If you are a Microsoft 365 Business user, you will not need to request the verification code. You may be prompted to enter your password, if you are not already logged in to your Microsoft account in an open browser. The password you will need to enter is for your existing Microsoft 365 account.
• The email address you are using to access the link is not the recipient email used — Double check the email address the link was sent to before trying again.
• The verification code email goes to your junk/spam folder — After requesting the code, if the verification email does not come into your Inbox check your junk/spam folder. If the email does go here, please trust this site/sender so future codes go straight to your Inbox and add to your safe senders list.
• You do not receive a verification code in your inbox  or  junk/spam folder — The verification code email may have been stopped by your business’ spam filter and/or firewall. Contact your IT service to have the email address [email protected]  added to your business’ email whitelist and the firewall investigated.
• The verification code is not valid — This means that you are using an old code. It is best to go back to the email containing the secure link and request a new code. Only request this code once as multiple requests may cause further confusion for your email system.
• Error message : This link is not available to you — You are already signed into an email account which does not have permission to access the secure link. Log out of all email accounts and log in using the email address the secure link was sent to. Error message – Unable to send code. Wait a few minutes and try again. This is an occasional Microsoft issue. It appears to be a temporary issue that clears itself after a couple of hours.

If you have any questions regarding receiving your documents, please  contact  your Allan Hall Accountant.