Q: Why can’t I download a document/file from the portal in WorkSpace (either takes too long or freezes)?
A: First, verify that file can be downloaded directly from the Client Portal website. If it can’t, the file may not have uploaded completely and will need to be uploaded by your client again. Incomplete files will show as “Pending” in the “Uploaded” column. If the file can be downloaded, please verify that the file name does not include special characters. OfficeTools recommends using numbers and letters only.
OfficeTools Workspace
Accounting practice management complete with tax integration