Welcome to Bonadio’s Documental Portals. These portals provide a secure and efficient way to share documents with your Bonadio Engagement Team. Details for the portals are outlined below. If you have any questions about which portal to use, you should reach out to your Bonadio Engagement Team.
New: Business Client Extranet - SharePoint
In December you received an email informing you that we transitioned to SharePoint as a means to exchange non-audit related business information, including workpapers and returns related to tax compliance and provision. If you have not received an email from email@example.com, or are having difficulty logging into your SharePoint site, please call (585) 643-5264 or email firstname.lastname@example.org .
To help with this transition we created a couple of tools:
- An instructional video entitled, It’s time to Start Using Your SharePoint Client Site. You can view this short video tutorial here: SharePoint Video Tutorial
- A guide to assist you in this process.The guide can be viewed by clicking the following link: PDF Instructions
CCH Document Portals for Individuals
CCH Document Portal is to be utilized to exchange information regarding individual income tax returns, as well as retrieve the e-file authorization forms and any relevant federal and state individual income tax returns. Please click on the following links below to access your CCH Document Portal and view quick start information.Login to CCH CCH Quick Start Guide