As part of our effort to improve our client services, we recently sent out invitations to our clients to set up a client portal. A portal is way we use to securely transfer information and provide our clients with 24/7 access to their tax information and other valuable and useful resources. This is an additional way to provide us with the information we need to do your tax or accounting projects. Here are some of the advantages to using a portal.
It can be used to efficiently transfer data. There are no limits on file size, and the data is encrypted for better security.
It provides client access to tax documents, such as prior year tax returns, whenever needed. This eliminates the need to contact us when you need a copy of your return or other important documents. Instead you can log on your portal.
The system give you access to all sorts of legal and business forms including various types of agreements and corporation documents.
The process is pretty easy. Just follow the instructions on the invitation. If you need help give us a call.