The client portal is a tool our website offers that allows a smooth client-accountant communication without even having to pick up the phone. Here, both parties can participate in the transfer of files (i.e. Tax Returns, Financial Statements, Etc.) in a completely secure environment. If you believe this option will be beneficial to you or your company, do not hesitate to ask your accountant to set up a portal, and you too will enjoy the ease of this particular tool.

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.