The online exchange of information has become more and more accepted in society.  It’s hard to find anyone today who has not made a purchase over the internet.  A client portal is simply a mechanism that allows for the exchange of information between the client and the accountant.  Think of them as a private website on our website.  These portals are secure, and are available 24/7.  Clients can logon to their own private portal and carry out a number of actions.  They can retrieve and review personal financial data such as tax returns, bank statements, etc.  They can fill out online questionnaires and tax organizers.  They can upload financial information for processing by the accountant.  There are multiple actions that in the past required the movement of paper, but now can be done instantly through the client portal.  Please contact us to see how we can put client portals to work for you.

 

130 S. Main St. // Suite 202 // Bowling Green, Ohio 43402 // (419) 354-3405 // 1-877-354-3405
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