As part of our efforts to continually improve the service we provide, we are happy to offer our clients a personalized online portal to house their documents. The client portal helps to minimize risks associated with sending files back and forth and instead houses the document on a secure file portal, allowing you to view these documents wherever you have internet access. The ease of collaboration and availability of documents will improve the efficiency of our service efforts and provide a more productive experience for us and our clients.
With the client portal, you can now have access to tax returns, financial statements, and any other documents (i.e. research memos or corporate organization documents) that you request us to “publish” to your portal in a personalized, secure online database. It also allows you, the client, to upload documents like work-papers or brokerage statements.
To sign-up for our client portal, call us at 954-591-8290 or us our contact form.