Before you can upload data to DataShare you will need to be invited by your Auditor or Relationship Manager to join a DataShare Engagement.
You will receive an invitation via email which will include a unique activation link. You need to click on the link to finish the DataShare sign-up process.
The standard invitation is shown below:
Step 1. Accepting the email invitation from DataShare
The invitation email can be customized so the example for your invitation may not look exactly the same as the above but it will contain an activation link. You MUST click the activation link to complete the DataShare sign-up process.
Step 2. Creating your DataShare account
In this step, you will need to enter your contact information. The name and password fields are required
Enter your title, check your first name, last name, and telephone number are correct, and finally choose a password then select Activate.
Passwords must contain: Minimum of 8 characters of uppercase letters (A through Z), lowercase letters (a through z), base 10 digits (0 through 9), special characters limited to the following: ~ ! @ # $ % ^ & * _ - + = ` | ( ) { } [ ]: ; " ' < > , .?
Step 3. Accepting the Terms & Conditions
If the company you are submitting your financial data to has an End User License Agreement (EULA), you will then need to read the EULA and accept the EULA by clicking Accept.
You are now signed up to DataShare and ready to upload data!
For more information on how to upload your accounting package, please click on this link, which will direct you to our step-by-step upload guides.
Comments
0 comments
Please sign in to leave a comment.