We are pleased to provide our Client Portal service for protected document and file exchange linked through our website.  This Portal service is a means for us and our clients to view and upload electronic documents and files to our secure (256-bit SSL, password-protected) web-space 24 hours a day, 7 days a week, so we may better serve our clients.

The Portal is a resource which allows our valued clients to easily transfer documents (i.e., pdf files) and other files with us in a secure fashion over the internet.  This service provides a timely means to review tax returns in pdf format.  Our clients may also safely upload and download personal or business tax information, Quickbooks files, and financial statements.  Within our encrypted web-space, large documents can be viewed, retrieved, or uploaded with a secure confidential password from your home or office computer.  When transferring sensitive information, it is important to avoid the vulnerability and pitfalls generally associated with unsecure emails.