The safety and security of your documents is of the utmost importance to us. It is for that purpose that we offer our clients the option of a Client Portal. Our Client Portal provides real-time, round-the-clock encrypted access to your stored documents.
The benefits of having a portal are:
Tax returns and financial statements are immediately available for viewing as soon as we have completed them -- no waiting for copies to come in the mail or having to pick anything up
Easy access to all tax returns and financial statements. Items can stay published to your portal for as long as you wish, allowing you access to copies of tax returns and financial statements at any time, from any location
Interactive for both parties -- meaning we can publish documents to you and you can upload documents to our office, saving postage and time delivering documents
Much more secure than email
Does not have the size constraint like an email does
If you are interested in obtaining your own Client Portal, send us a request at firstname.lastname@example.org.
Already have a portal, but need a refresher on using it? No problem! Just click here for a helpful PDF.