Client Portal

 

As a valued client, you get a secure, password-protected portal to store and access your important financial documents

from anywhere at any time.

 

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 sharing working documents, scanned receipts,

and large files.

 

Check out the video below to see the portal in action. See how to use the  Citrix Sharefile feature to quickly and easily send files

to the secure portal environment. (View Security - ShareFile)

 

To start using the client portal please log in or contact us to get you registered.