Client Portal Tips
Login Tips
The Login ID (email address) is not case sensitive.
When logging in for the first time, a temporary password will be provided. You will be required to change your password and answer security questions.
Your new password may be 8 to 32 characters long, must contain at least one alpha character, one numeric character, and one special character (e.g. !, @, #, etc.). The password is case sensitive.
Your password may be reset at any time by clicking “I Forgot My Password?”.
![](https://lb-cpa.com/wp-content/uploads/2022/09/Login-Form.png)
Downloading files from the Client Portal
Once you have logged in, you will be taken to your portal home page. A list of the folders used to organize your documents will appear in the left side menu and the main section of the page.
![](https://lb-cpa.com/wp-content/uploads/2022/09/clientportal-1.jpeg)
If you have access to more than one Portal, Click Select a Portal at the top, left hand portion of the page, and then select or search for a portal by name.
![](https://lb-cpa.com/wp-content/uploads/2022/09/clientportal-2.png)
- Click on a folder to view the documents.
- To download a file, simply click the file name or check the box and click Download. You can download one or multiple files at a time.
![](https://lb-cpa.com/wp-content/uploads/2022/09/clientportal-3.jpeg)
Uploading files to the Client Portal
Once you have logged in, you will be taken to your portal home page. A list of the folders used to organize your documents will appear in the left side menu and the main section of the page.
- Click on the folder labeled “Provided by Client”
- Click the Upload button to browse to and select the file(s) you with to upload.
- Click Open.
- The Upload Queue will launch automatically. Click Upload All to upload the displayed file(s) to Client Axcess. An email notification is sent to Lauterbach, Borschow & Co.
![](https://lb-cpa.com/wp-content/uploads/2022/09/clientportal-steps.jpeg)
An on-screen confirmation that your file(s) were successfully added to the Client Portal.
Return to your Documents or simply close your browser window to exit Client Portal.
![](https://lb-cpa.com/wp-content/uploads/2022/09/clientportal-upload-queue.jpeg)
Quick Links
Book a Free Consultation
Schedule an appointment with our team to discuss your accounting needs and learn how we can help.