Client Portals

In an effort to meet our client’s needs more efficiently, we now offer Secure Client Portals that provide a secure online storage area to retrieve, view, and transfer important files such as tax returns, financial statements, payroll reports, and other confidential documents. Federal and state laws continue to get stricter about maintaining the security of clients’ Social Security numbers. An alternative to encrypting emails (which can be a frustrating experience for those who are not familiar with technology) Secure Client Portals offer similar encryption security with easier access for the client.

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