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Help/How to Use the Site
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In order to use the Boston Financial Operations Web Portal,
you should have received a unique 10-digit ID number. If you do not have a Unique
ID, you will be unable to use the website at this time. Please email
Operations@bfim.com, to request your organization's Unique ID. Once you have
received a Unique ID, you will then have the ability to register one or multiple
users in your company and upload documents. One Unique ID is assigned to each organization,
and therefore, multiple users will have the ability to register themselves under
that one ID.
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Frequently Asked Questions
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Q - I would like to upload a document, but I do not have a username and password for the website. What should I do?
A - Each user must register in order to access the website and upload documents. To register, please enter the Unique ID that was provided to your company. Once you have entered the Unique ID, you will be able to quickly register as a user, and immediately upload documents on the Web Portal.
Q - When I try to upload a document, the partnership/property name does not appear in the drop-down box (for selection). Why did this happen and what should I do?
A - This could have occurred for numerous reasons. Please select the option on the upload page that reads "Cannot find Partnership/Property?" This will create an input box where you will be able to type in this information and upload the tax return.
Q - I forgot my username and/or password.
A - If you have forgotten your password, please proceed to the password recovery page and follow the instructions. If you have forgotten your username, or are unable to recover your password, please email Operations@bfim.com
Q - Where do I get my company’s unique ID?
A - Email Operations@bfim.com
Q - How much time does it take to register a new user?
A - Registering a new user should take approximately 2 minutes.
Q - My document did not upload.
A - Check to make sure you specified a document type and, for tax returns, entered tax id number.
Q - I received an error message that I have exceeded the site’s file size limitations.
A - Send your document using a version that is less than 24MB or email your document
to GPFax@BFIM.com.
Q - I received a message stating Invalid File Type.
A - Make sure the document you are sending is a pdf, tif, xls, or doc file type.
Q - On the User History Page, I can only see the documents that I uploaded, rather than all of the documents that my company has uploaded.
A - The User History Page is by email address so you will only see the documents uploaded under your email address.
For additional assistance, please contact the Boston Financial
Operations Support Team at Operations@bfim.com,
or alternatively, you can email your documents to GPFax. |
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