Client Portal

Client Portal Changes Effective 10/25

Wilkerson Guthmann Portal Users: On October 25th, we will be changing our current client portal to the existing Boyum Barenscheer Portal.  After October 25, our client portal, including the documents on the portal, will be unavailable to you until our portal conversion is completed. As we make this transition, feel free to contact your client manager or our Client Support Team during normal business hours if you have any questions

What the portal page is used for
The portal allows our clients to securely and safely share a variety of documents or files with Boyum Barenscheer.

Who can benefit from using the portal
Businesses, nonprofits or individuals who would like to securely share documents and files rather than mailing, emailing or hand-delivering them. Shared files and documents will be available for you to view on your portal at any time, based on the Retention Policy Guidelines.

How to get a portal
Just ask your Boyum Barenscheer accountant or business advisor! They will send a request to our client support team and then we’ll take it from there. You will receive an email with portal set-up instructions.  To access your portal in the future you can simply go to our website, click on the Client Access button, choose “Portal” and then the LOGIN button.

FAQs

 
Can I add any type of document?

Yes, you can add Word documents, PDF’s, Excel files, or QuickBook files.

 
Can I have more than one person access my portal?

Yes.  Contact our client support team for assistance.

 
What should I do if I forget my password?

Click on “Forgot Password” on the main login page.

 
Can I print a document from my portal?

Yes!  You can download the document to your computer and print or share from that location.

 
How do I know when a file or document has been sent to my portal?

A message will be sent to the email associated with your portal.

Need Help?

Contact our Client Support Team during normal business hours at portalsupport@myboyum.com