CLIENT PORTAL
We are pleased to provide our clients with a secure and encrypted portal which they can use to upload documents and files, including QuickBooks backup files for our review. We can similarly upload PDF copies of tax returns and other documents for our clients use. This is a far more secure way to share these documents than using Email, which can be easily intercepted. It also allows for the transfer of larger documents than many email providers will permit. The documents in each client’s portal are only visible by the client and by our firm, and as further security, they can be automatically scheduled for deletion on a certain date.
If you already have log in credentials, you can navigate to the site by clicking on the link at the right. If you are a client of the firm and would like to use this service, please send us an email, and we will set one up for you, and then email you your user ID and a temporary password. The temporary password MUST be changed the first time you log in. We will never see that password, so should you forget it, the password must be reset.
