Our clients have personalized user IDs and Logins to gain access to the following features and more.
Secure Client Portal
The client portal is secure and easy to use. From any place you have an internet connection (computer, phone, tablet, etc.) you will be able to view, print, or download any document we place into your secure portal. This method also frees up the paper storage of your statements and tax returns. Clients who use this method have found that the information is much more organized and easier to access.
Secure File Transfer
The file transfer is a secure means to upload information to our office. Many of our clients use our secure web portal to upload their QuickBooks files; however, the portal is for more than just QB files. Any saved or scanned document can be uploaded as well. This can include bank statements, credit card statements, loan documents, new asset purchase papers, check stubs, or any other documents you need to get to us. All documents are safe, secure and received immediately. In fact, your bookkeeper will receive an automatic email any time you upload a document or file. Decreasing the time it takes for us to receive your information will help to ensure your financial statement data is timely and useful for your business planning.