Welcome to your Secure Client Portal. Here you can view, save, or print your tax returns at your convenience. We are also working to integrate file exchange and online tax organizers.
Utilizing our service provider’s sophisticated security, the portals are as safe and simple as online banking. To register for the portal service, please contact Carla at firstname.lastname@example.org.
For help in using your existing portal, click here.
All communications between our firm and the user are encrypted using the Secure Socket Layer (SSL). This is the same functionality used by banks and popular e-commerce services for secure communication. We also store your files encrypted when they are at rest on our servers, adding an additional layer of security. To protect against data loss, our servers are equipped with technology that automatically mirrors all data in real-time to two separate locations. Regular incremental and full backups of all system data are performed, including off-site data backups stored in two separate secure physical locations, to protect against almost all disaster scenarios.