SECURE FILE EXCHANGE
As a valued client, you get a secure, password-protected portal to store and access your important financial documents from anywhere at any time. You may not only store things here, you may sort and organize them into years and other useful subcategories for your continuous reference. Anything that we exchange is encrypted between our company and your business, entity, or personal representatives. The best part is that it is paperless and that you may access it from any location.
We utilize the secure file exchange for uploading and downloading the documents and work products between clients and our firm personnel. Generally Jeanine is the direct point of contact between the client firms, although contractors/vendors work on client financial data as well as Jeanine. This is especially helpful when we are working on accounting report review, tax planning, tax preparation/review, and taxpayer representation or taxpayer tax litigation support with attorneys.
Whether you're at work, at home, or on vacation, you always have access to your tax returns, financial work papers, or accounting database.
This portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts, and very large QuickBooks files.
Check out this video to see the portal in action. See how to use the SecureSend feature to quickly and easily send files to the secure portal environment. (View client portal security measures.)
To start using the client portal please log in above or register here.
To send a file without creating an account, use the SecureSend page.