{"id":290,"date":"2020-01-31T18:25:36","date_gmt":"2020-01-31T18:25:36","guid":{"rendered":"http:\/\/cpabellingham.com\/blog\/?p=290"},"modified":"2020-05-13T22:18:23","modified_gmt":"2020-05-13T22:18:23","slug":"thrive-portal-faqs","status":"publish","type":"post","link":"https:\/\/cpabellingham.com\/blog\/thrive-portal-faqs\/","title":{"rendered":"Thrive Portal FAQs"},"content":{"rendered":"

How can I access the portal?<\/b><\/h3>\n

The portal can be found by going to the Thrive Business Group website and selecting the “Portal” tab. The website link is: https:\/\/www.thrivebusinessgroup.com\/portal-login.htm<\/a><\/p>\n

\"Portal<\/p>\n

How do I use the portal?<\/h3>\n

This short video<\/a> explains how to use the portal.<\/p>\n

\"Portal<\/a><\/p>\n

 <\/p>\n

I forgot my password or never received the temporary password by email.<\/b><\/h3>\n

Go to the portal login page and click the “Forgot Password?” option to have a reset password link sent to you. If you are set up in our portal you will get the message: “Instructions have been sent to the email address provided.” If you get the message: “A user with that email address does not exist” then contact us for assistance.\u00a0\u00a0admin@thrivebusinessgroup.com<\/a> or 360-746-8738<\/p>\n

What email address is associated with my\u00a0 personal account?<\/b><\/h3>\n

Our new portal only allows one email address per account. If you are a married couple, you will both need to sign in with the same email address and password. Please contact us to find out whose email address we have as the main contact.<\/p>\n

Will my personal and business documents be in the same portal account?<\/b><\/h3>\n

For business owners, if we only have one email address on file for both your personal and business accounts, then your personal and business documents will be in one portal account. If we have separate email addresses for your personal and business accounts, then you will have two portal accounts. Let us know if you would like to change how your personal and business accounts are setup on the portal.<\/p>\n

Who do I contact if I want to change the email address associated with my portal account?<\/b><\/h3>\n

Call us at 360-746-8738 or email admin@thrivebusinessgroup.com<\/a><\/p>\n

<\/h3>\n

I can login to my account but I would like to change my password?<\/b><\/h3>\n

Once you are logged in to the portal \u2013 go to your name in the bar at the top. There will be a drop down menu \u2013 Select \u201cChange Password\u201d and it will take you through the process of changing your password<\/p>\n

\"Change<\/p>\n

 <\/p>\n

How do I download a document?<\/b><\/h3>\n

Once in the system, hover over the file name and then click the download button to the right of the \u201cUploaded\u201d column to retrieve your documents and download for your records.<\/p>\n

\"Download<\/a><\/p>\n

How do I upload a document?<\/b><\/h3>\n

Use the “Upload File” button and then you will be prompted to choose a file or multiple files to upload.<\/p>\n

 <\/p>\n

\"Upload<\/p>\n

 <\/p>\n

What folder should I choose when uploading?<\/b><\/h3>\n

You don’t need to choose a folder. If you have a personal and business account, choosing the appropriate folder with your personal name or business name could be helpful.<\/p>\n

Do I need to let you know that I uploaded something?<\/b><\/h3>\n

We will automatically get notified whenever you upload a document to your portal account. You do not need to contact us.<\/p>\n

How long will I be able to access the documents that are uploaded?<\/b><\/h3>\n

Files will be available in your portal for one year. Please download documents for your records. If you need something that is not in your portal, please contact us.<\/p>\n

I received an e-mail for Office Tools E-signing. What do I need to do?<\/b><\/h3>\n

The first time you use the Office Tools e-sign, you will be prompted to select a PIN. Please note this PIN for future use. You will then be asked a few security questions for IRS Compliance.<\/p>\n

I am not able to answer the security questions. What should I do?<\/b><\/h3>\n

Please contact us so that we can verify that the information in our database is correct. You can also print, sign, and return the signature form in your portal (a scan or photo is fine).\u00a0 You can also stop by our office to sign.<\/p>\n

I did not receive an email with the e-signature link. <\/b><\/h3>\n

When more than one person is signing a document, the email goes to the first person listed.\u00a0 They have to sign and then the second person will receive an email. Most likely, the first signer has not signed the document yet but please contact us if you are expecting a document to sign and don’t receive it.<\/p>\n

I need additional assistance<\/b><\/h3>\n

Call us at 360-746-8738 or email admin@thrivebusinessgroup.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

How can I access the portal? The portal can be found by going to the Thrive Business Group website and selecting the “Portal” tab. The website link is: https:\/\/www.thrivebusinessgroup.com\/portal-login.htm How do I use the portal? This short video explains how to use the portal.   I forgot my password or never received the temporary password […]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_genesis_hide_title":false,"_genesis_hide_breadcrumbs":false,"_genesis_hide_singular_image":false,"_genesis_hide_footer_widgets":false,"_genesis_custom_body_class":"","_genesis_custom_post_class":"","_genesis_layout":""},"categories":[],"tags":[],"_links":{"self":[{"href":"https:\/\/cpabellingham.com\/blog\/wp-json\/wp\/v2\/posts\/290"}],"collection":[{"href":"https:\/\/cpabellingham.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/cpabellingham.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/cpabellingham.com\/blog\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/cpabellingham.com\/blog\/wp-json\/wp\/v2\/comments?post=290"}],"version-history":[{"count":10,"href":"https:\/\/cpabellingham.com\/blog\/wp-json\/wp\/v2\/posts\/290\/revisions"}],"predecessor-version":[{"id":311,"href":"https:\/\/cpabellingham.com\/blog\/wp-json\/wp\/v2\/posts\/290\/revisions\/311"}],"wp:attachment":[{"href":"https:\/\/cpabellingham.com\/blog\/wp-json\/wp\/v2\/media?parent=290"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/cpabellingham.com\/blog\/wp-json\/wp\/v2\/categories?post=290"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/cpabellingham.com\/blog\/wp-json\/wp\/v2\/tags?post=290"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}