Client portal – coming soon – making accounting & tax services even better for you
We are pleased to announce that we are in the process of implementing a client portal. This portal will be a very easy and convenient way for you to securely access documents such as completed tax returns and financial reports, transfer data and convey information. It will also enable dynamic file and information sharing so you can send and receive large files quickly; this will remove the challenge of sending large files via email.
You will be assigned your own private, secure portal with a unique password which you will be able to access any time, from anywhere (with an internet connection).
We are looking forward to implementing this solution and providing you with your own portal with the benefits of:
- instant, 24/7 access
- secure, quick, and easy transfer of large files
- an encrypted enviroment
We will let you know as soon as it’s up and running!
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