Providing clients with more flexibility while also keeping sensitive information securely stored is our top priority. The Client Portal provides a convenient way for clients to securely share documents with sensitive information, get service updates, chat in real time (during office hours), e-sign documents and pay invoices all in one place.
Thanks to the high level of security and user friendly platform the client portal offers, we are able to keep your information safely available to you at all times by downloading our mobile Client Portal App for iOS or Android.
Client Portal powered by TaxDome.
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