Our secure portal system allows our clients to securely participate in data transfer. This portal allows ease of mind that their personal information will not be intercepted, as it is possible through email. Clients can rest assured that their information is safe and secure through this portal. Clients may upload documents for the firm to use, such as Quickbooks Accountant Transfer copies, General Ledgers, Bank Statements, tax documents, tax organizers, Etc. Clients may also request the firm to upload prior tax returns so that they may have access to download copies of returns previously filed.
In order to upload your documents or view and download documents through our portal system, you will first need to be set-up with a portal account. Call our office today to set up an account or email Faith at firstname.lastname@example.org to be set-up with an account.
Set-up will only take a few minutes, so feel free to contact us with questions.
You can now pay your invoices online through our secure payment page.