Being service oriented isn't a catchy marketing expression, it's being of service to you, the client 24/7. That's why we've set up a Client Portal. Portal is fancy way of saying doorway. Our door is always open to our valued clients.
To start using the client portal please log in above or register here.
Whether you're at work, at home, or on vacation, you always have access to your tax returns, financial work papers, or accounting database.
Backup Your QuickBook Files
Use us as your "cloud" resource. Upload your QB files and never worry about your computer crashing or God-forbid disaster destroying your records. We'll keep it safe and secure.
This portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts, and very large QuickBooks files.
Obtain Copies of Your Federal / State Filings
As a service provider, the most frequent request made of us is for copies of tax filings. These documnets are frequent exhibits to various applications. Now, your records are there for you to download whenever you need them.
To send a file without creating an account, use the SecureSend page.
Check out this video to see the portal in action. See how to use the SecureSend feature to quickly and easily send files to theÂ secure portal environment. (View client portalÂ security measures.)