GUIDE TO USING THE CLIENT PORTAL
Client Portals have become popular. Most likely, you are already using one whether it is at your doctor’s office, your financial institution, or child’s school. We continuously strive to provide our clients with relevant technological services.
Our Client Portal creates an instant and secure online channel of communication between you and your tax preparer. To best ensure your privacy, and in keeping with current federal privacy laws, we cannot fax or email documentation that contains personally identifiable information. Client portals provide a secure and encrypted exchange of your financial information between you and our office.
Using the portal is optional; however, it is a streamline communication system that will allow us to serve you better.
