Client Portal (Senta)

In the portal you can:

• Upload documents securely (either individually or as a ZIP file)
• Download completed items we share with you (tax returns, slips, PDFs, etc.)

No, they 'disappear'. We're sorry as we know this is frustrating. 

Some good things to know: 

• When you upload a document, you will not always see it sitting on your dashboard afterward (although you might be able to see them in Your items section). 
• Your upload goes into our Senta “document inbox” on Creekside's internal platform where we can receive and process your documents
• If you are unsure whether an upload worked, reach out and we can confirm.
  

Best practice: 

• Upload fewer, larger PDFs instead of lots of tiny files (when possible)
• Upload a ZIP file containing multiple PDFs

File size note: Senta has a per-file upload limit (commonly 150 MB).

Due to security settings in many emails, this can be challenging. 

A few quick things to try first:

• Confirm you are using the same email address you used when your portal was activated.
• Check your junk/spam folder for password reset emails.
• If the reset email does not come through, reach out - we will help you get back in (yes, this is annoying, we're sorry!)

"Your items" = files we have shared with you. 

Inside the portal, Your items is where you will find documents we have provided for your records, including items ready for download.

If you cannot find something we said is ready, reach out and we will point you to the right spot.