As a valued client, you have access to a secure, password-protected portal to send and retrieve your important financial documents from anywhere at any time.
This portal allows us to work together efficiently by securely exchanging working documents and QuickBooks files. Whether you're at work, at home, or on vacation, you always have the ability to send and receve your tax returns, financial work papers, or accounting database.
If you have not yet established a portal with us, please let us know at firstname.lastname@example.org and we will connect with you for your own secure portal.
Portal Management Tips:
1. PDF Files work the best. Sometimes JPEG files will not format correctly.
2. Once you have uploaded your file(s), please email us to let us know.
3. If you are uploading multiple files, let us know once all are uploaded and ready. This is a good way to upload documents at your timing when they are available to you, and then once complete you can let us know at that time.