Hello! If you're reading this, it means your provider has chosen Edi, a CEGsoft product, as its Client Sharing Portal. Edi offers a secure and efficient way to exchange documents.
Why Your Provider Chose Edi?
- Centralized File Access: Easily find all files in one place eliminating the hassle of long email threads
- Robust Security: Your data is safe in Edi. Edi is SOC 2 Type II compliant software, ensuring your data is encrypted at rest and in transit.
- Trusted Expertise: With over 30 years as the leader in the Tax Software industry in Puerto Rico, we bring reliable solutions to the table.
- Time-Saving Efficiency: Simplifies processes for you and your provider, enabling faster delivery.
Edi is continuously evolving, with new features and enhancements released every month. Learn more here.
Step - by - step Guide
Logging In
1. You should receive an email with your providers branding
Note: If you haven't received it, verify your junk email and add it to a safe senders list.
2. Click Go Portal
3. This will redirect you to your providers custom portal. Log In using the same email where you received the alert. Write your email to receive a one-time access code or alternatively, login using Google or Microsoft.
Tip: Bookmark this URL. It'll always be the same and will give you quick access for files in the future
4. If you authenticated with Google or Microsoft, skip to step 5.
Otherwise, go to your email to verify your one-time access code. Copy and paste it into the Code field and click Verify Code.
5. If it's the first time logging in, you must accept company policies before entering the portal. Check the box and click Continue
6. You're inside the portal!
Seeing your shared files
1. Select the Shared Files section and navigate to the desired folder
2. You'll be able to Preview and Download files at any time. As well as see who else those files are being shared with at all times.