Accounting Heart
Client Portal Update
As you may be aware, we are changing our document management portal from HowNow to My Prosperity on 1st June 2024.
Please take a moment to look over the following FAQs to keep up to date with the changes taking place.
I have read the FAQs before, please take me straight to the HowNow portal.
Should I/can I still upload documents to the existing Accounting Heart HowNow portal?
Yes. It’s business as usual until 31st May. This is the most secure way to share information with us. Please do not email financial documents to us. A link to the new portal will be available on our website after switchover. In the meantime, you can continue access the HowNow portal here.
When will the switchover take place?
At 12pm on Friday 31st May, we will turn off access to the existing portal. We expect the new portal to be available on 1st June, if not before.
How do I get documentation to you or from you on the afternoon of 31st May?
Our team will all be working on portal switchover that afternoon, so won’t be handling any client work during that time. If you have work in progress, they will liaise with you to get anything they need or send anything through to you prior to the 31st. For anything urgent during that time, we have a secure workaround, so you can contact the office and we’ll talk you through what to do, if required.
How can I access existing documents (e.g. 2022 tax returns) after switchover?
We will be downloading all existing documentation from the HowNow portal to a digital storage archive. Prior to 31st May we encourage you to log into the portal and download any documentation you would like to have ready access to. If you require access to any existing documents post 31st May, we can retrieve these from the digital storage archive. There will be a fee of $25 +GST per document for retrieval from the archive.
What will happen to my documentation if I have a job in progress?
On 31st May at 12pm we will begin moving work in progress to the new portal for a seamless transition. Our team will be liaising with you during this time to get you set up on the new portal.
Will I get support on how to use the new portal?
Yes. We will send you information on how to access the new portal once it’s live. This information will be readily available on our website for 24/7 access and our team will be here to help you if you have any questions or issues. As the new portal will be accessible via both PC and mobile/tablet app, we anticipate this being an easier way for you to share information and communicate with us about your work.
How do I get to the client portal now?
Got questions that are not answered here?
Please get in touch so we can get them answered for you.
Thank you for your patience and support while we work through these changes to provide a more secure, efficient service for everyone.