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Portal Overview

In today’s business environment, it’s possible to do more and more anytime, anywhere, thanks to the Internet. And now, you can work with us online as well. You can access a variety of services anytime, right from our website. It’s as easy and secure as online banking, and all it takes is a portal.

Once we set up your portal, you can:

  • Get copies of your tax returns; no need to call us or hunt for your paper copy.
  • Send us your QuickBooks files, financial statements, or any other files. It’s encrypted, simple to use, and much more secure than email.
  • Access your bookkeeping files anywhere you have a high-speed Internet connection. We securely maintain all your bookkeeping files and help you keep your files secure.

It’s all completely private and secure. And once you’re set up, it’s as easy as logging in to your client portal using a secure ID and password.

Setting up your private portal is fast and easy. Every client in our office is set up with a portal and you will receive an e-mail with login instructions once you sign on as a client.