Instructions for first time login:

 

In order to log onto the Secure File Portal the first time, you must receive an email from McCann’s Bookkeeping with your username and a link to follow to set your password. Keep your username and password in a safe place.

 

Once you log on to the portal, you will see areas where you can upload documents to McCann’s Bookkeeping, download documents from McCann’s Bookkeeping, as well as send and receive messages. 

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This short video shows how to set up and use the portal: