This 256-bit SSL, password protected portal allows you to conveniently and immediately access important documents, tax data, financial statements, source documents, and software. You can also safely exchange large iles and sensitive financial information with us using this portal.
Once you log into the Client Portal you will have instant online access to these features.
Secure File Exchange
|
The Online Document Management System includes a Secure File
Exchange System that provides a secure, convenient, and easy way for you
to exchange and share files.
Exchanging files via email is unsecure and often frustrating. Email
servers often reject large file attachments leaving your client with no
choice but to mail a CD with files. |
| Online Document Management |
Provides you with 24/7 access to tax returns, financial statements, scanned source documents like W-2's and stock transactions. |
| Interactive Financial Calculators |
Our interactive financial calculators are quick guides that help solve
financial problems. They offer you the ability to easily calculate
multiple what-if scenarios for tax liability, retirement savings and
much more. |