Secure Messages
Secure messages are designed for an effective and quick way of communication between client and their designated partner or an accountant. This feature ensures both parties have a secure way of communication for any relative or outstanding questions related to documents, tax returns, deadlines, submissions or any other relevant matters.
How to send and access Secure Messages (Advisor view):
- Select a Contact from your contact list.
- In the Messages section, click + New Portal Message.
- Type your message.
- Press the Save & Close button.
In the Messages section, advisors can view the message content, the creation date, and the owner assigned to the contact. To view the full message, click Go to the Record to expand and see all details. Once a secure message is submitted, both the contact and the advisor will receive an email notification confirming the message submission, including the date and time stamp.
Messages can include standard text up to 500 characters, including spaces and special characters.
How to access and use Secure Messages (Client view):
- Click on your profile icon located in the top right corner of the portal.
- Select Secure Messages from the menu.
- Press Add New Secure Message.
- Type your message and press Submit.
- Optional: Press Refresh Messages to check for new replies or updates.
Depending on your organisation’s preferences and operational setup, a pop-up message or additional Disclaimer may appear in the client portal. This may include information about expected response times or other relevant guidance.
Visual Guides
How to send and access Secure Messages (Advisor view):
Step 1: Select a Contact from your contact list
You can search for a Contact using the search toolbar in Practice Gateway or select one from the contact list available to you as a partner or advisor.
Step 2: In the Messages section, click + New Portal Message
A new message can be added via the + New Message tab.
Once sent, the message will instantly notify the user and be stored in the Messages section. It can be accessed at any time and will also be recorded in the Audit History.
Step 3: Type your message
Messages can include standard text up to 500 characters, including spaces and special characters.
Step 4: Press the Save & Close button
After pressing Save & Close, you will be returned to the page where you originally opened the new message.
How to access and use Secure Messages (Client view):
Step 1: Click on your Profile name and select Secure Messages from the dropdown menu
Step 2: Press Add New Secure Message
Type secure Message which can include standard text up to 500 characters, including spaces and special characters.
Step 3: Type your message and press Submit
Once user press Submit they will have a notifaction pop up
Once sent, the message will instantly notify the user via an email and will be stored in the Messages section.
Optional Step 4: Press Refresh Messages to check for new replies or updates
Refresh button allows users to refresh Messages and push any updates.
