Welcome to your Secure Client Portal. There are some great features to help you send and retrieve your financial and tax information, including automated password retrieval, simplified online completion and upload of your tax organizer and simplified uploading and downloading of tax returns and other data files, including QuickBooks files.
If you are a client and do not yet have a Client Portal or have forgotten your username for your portal, please contact our office.
All communications between our firm and the user are encrypted using the Secure Socket Layer (SSL). This is the same functionality used by banks and popular e-commerce services for secure communication. We also store your files encrypted when they are at rest on our servers, adding an additional layer of security. To protect against data loss, our servers are equipped with technology that automatically mirrors all data in real-time to two separate locations. Regular incremental and full backups of all system data are performed, including off-site data backups stored in two separate secure physical locations, to protect against almost all disaster scenarios.