Improving transmission of electronic documents
We are seeing a significant number of documents being emailed to/from our office. As part of our continuous improvement processes, we are implementing a new system for sending out electronic correspondence for most clients.
We currently use box.com to store our clients documents, as a world leader in document security and sharing. Box has a facility for us to be able to share documents with you rather than emailing documents as email attachments. We like this system because it means the documents aren’t sitting in inboxes/outboxes (which could be a security risk if email was hacked) and it allows you to be able to easily access the documents in your document portal at any time by logging in to box.
Getting started with box.com
To get started, you will receive an invitation to collaborate with us via box.com. When you receive the email invitation you will be prompted to enter an account name (your name) and password. We will never know your password, it is managed directly between you & box.
You will be invited to folders for your entities which will all be called
A Squared Advisers Documents for <Entity Name 1>
A Squared Advisers Documents for <Entity Name 2>
Turning on Notifications
It is important that you update your account settings in box.com to turn on notifications so that you are alerted when we send you a document.
Please follow the instructions here to turn on notifications.
How do I access my documents
You can access box at any time by going to https://asquaredadvisers.box.com and logging in (or just box.com if you forget!).
When we email your BAS etc out to you, we will send you a link to the document which you can click on and log in to box to view. You can download for your records then if you want to.
Some FAQ’s are below:
Q: What is my ‘account name’ when signing up to box.com
This should be your personal name.
Q: What about docusign?
We will continue to use docusign as our signing mechanism for electronic documents.
Box.com is the mechanism for storing these documents and allowing you to access them in the future. All our correspondence will move to this method, so our cover letters will be in box.com but do not go to docusign.
Q: Can I still get a paper copy printed?
Yes, absolutely. If you are invited to a shared box account with us and wish to receive paper copies instead please email or call our office to let us know.
Q: Will box.com cost me anything?
You do not need to pay anything for the box.com access.
As always, if we can help, please don’t hesitate to email or phone our office.