FREQUENTLY ASKED QUESTIONS
1. Who should I contact about accessing the portal?
For portal access please contact portal@elkocpa.com or sign up here.
2. What if I forget my login and password?
If you forget your password, please go to the Elko Portal Login screen and click on Forgot Password? A temporary password will be emailed to you.
If you forget your username, please contact Elko’s portal support by calling (484) 442-1548 or by email at portal@elkocpa.com.
3. Is the information I transfer secure?
Yes. Information transferred through Elko’s portal is more secure than information transferred by email. All documents published and uploaded are encrypted to ensure safe transfer.
4. How do I know if my document is successfully uploaded?
Your document will appear as an uploaded document on the document screen.
5. I cannot view a document that I uploaded.
If you cannot view a document immediately after uploading, your upload was not successful. Please try again following the Full Instructions.
If you cannot view a document which was previously uploaded, Elko & Associates Ltd personnel may have retrieved and unpublished the document. Should you need access to the document, please contact portal support.
6. Does each person at my company need a separate login?
Yes. User names and passwords should be protected. Should additional personnel at your company need access to the documents published on the Elko portal, please contact portal support.
If any of your company’s personnel who have access to Elko’s portal terminate their employment or no longer be authorized to use the portal for any other reason, it is your responsibility to notify portal support to have their username and password disabled.
7. What are the system requirements to successfully use the Elko portal?
In order to enjoy the benefits of the Elko & Associates Ltd portal, you must have the following:
Internet Explorer 7.X or above
Internet connection
Adobe reader
Microsoft Office 2003 or above to view Office documents
Microsoft Windows XP or above
8. What type of documents can I upload?
Word, Excel, or pdf files can be uploaded. You are encouraged to upload documents necessary for tax preparation and audits.
9. I cannot view documents that have been published.
Make sure that you have the correct software application for the document you are trying to view. For example, Microsoft Word must be installed on your computer to view a Word document.
Full Instructions |
