We
are constantly trying to find ways our firm can enhance the services and benefits we
offer you as a valued client. We are excited to offer the benefit of Secure File Exchange through our online Client Portal!
To access your existing client portal account, please log in using the 'Portal Login' to the right. To request setup of a new client portal account, click on the 'Register Today' button at the bottom of the page.
Also, try out our new and convenient SecureSend feature to send us documents securely without requiring a portal account! It's as easy as sending an email only it's much more secure and there are no file size limitations.
Learn more about Secure File Exchange by watching this brief video:
What is a portal?
It's a secure gateway to a collection of electronic documents and files that is accessible over the internet.
What are the benefits of using our secure client portal?
Secure File Exchange - Our password-protected portal eliminates the security risk of attaching sensitive files to e-mails, flash drives, CDs, etc. You can safely access and exchange large accounting files and sensitive financial information with our firm using this portal. All files are backed up daily and archived in our secure data-center. Take a moment to learn more details about our security measures here.
Online Document Management and Accessibility - Our portal gives you the control and option to access your information online instantly at anytime, from anywhere. Any file on a local computer can be uploaded to the portal.
Efficiency - Our portal decreases many of the labor-intensive steps required to exchange information, particularly sending printed documents through the postal system. It will also create an environment in which only one file will exist as opposed to files being distributed throughout multiple e-mails and storage devices.
Portals are "Green" - By using our client portal, you will help reduce the need for printed materials to be exchanged, thus benefiting the environment as well!
With the increase of documents in digital format (tax returns, financial statements, bank statements, etc.), it only makes sense to create an opportunity to move these documents easily between all parties involved. Our secure client portal is that opportunity!
Contact our firm now to learn even more benefits of using this service. Upon receiving your unique user name and password, you will have immediate self-service access to our secure client portal.
