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Home > Issues & Resources > Client-Center > BDO global portal resources

 

What is BDO Global Portal?

Our Global Portal is a personalized, secure, cloud-based window into both your business and your BDO relationship. It is a gateway to insights – from the market, your organization, your data, and from BDO – and a platform for communication and collaboration.
 

Getting Started

BDO Global Portal utilizes your email address to create your user profile. Invitations to the BDO Global Portal will be sent from the address noreply@bdo.global with the subject line "Welcome to the BDO Portal" and will look similar to the example below. During the initial login, Terms and Conditions require accepting.

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Global Portal and Exchange

Exchange is a file collection system, designed to efficiently manage the collection process. Documents is a collaboration area between BDO and you. We can work on or store files together.
 

Frequently Asked Questions

Click each question below to reveal the answer.
 
How do I get to BDO Global Portal if I have lost the email?
 
How do I deliver files in Exchange?
Exchange is the BDO method for collecting files from you. In Global Portal click on the Exchange link on the top menu bar. Files can be drag and dropped into each Request. Once all the files have been attached, click the Deliver button in the top right hand corner.
 
Do I receive notifications?
You can control the Notifications you receive in your Profile page. Click on the icon in the top right hand corner, My Profile.
 
What is the best browser to use?
BDO recommends Googles Chrome browser, however other browsers are supported.
 
We have large files, how do we upload large files?
Exchange supports files up to 2 GB. Large files could experience some latency. BDO recommends using a fixed internet connect when transferring large files.
 
A Request in Exchange has been returned, what does this mean?
A BDO professional may Accept or Return a Request in Exchange. If it is returned it means the files attached did not satisfy the request. Ask for additional information from your BDO contact.
 
What is the difference between a Portal and Projects?
The BDO Global Portal is specific to each client. The Projects within the Portal represent each engagement.
 
Why is there a Microsoft header in BDO Global Portal?
The BDO Global Portal runs on Microsoft Sharepoint to enable a modern user experience; some features are supported by Microsoft.
 
I have a feature suggestion, who can I send this too?
Please submit a support request under the Other category and the Service Now team will ensure the suggestion makes it to our development team for consideration.
 


For detailed user instructions, including screenshots, view the guide here.


 
 
 
 
 

 

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