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.

                                                               
Email:
Password:
                  Forgot your password?              
                  Secure File Transfer powered by ShareFile     
To Upload A File Without Creating An Account

K.R. Hoffman        & Co., LLC
8201 Peters Road
Suite 1000
Plantation, FL 33324
p: 954.591.8290
f: 954.212.9229
Send an email
Schedule an Appointment

Pay your Invoice

Subscribe to our Tax & Business Counsel newsletter and receive our FREE report on the 10 Most Expensive Tax Mistakes That Cost You Thousand$

Name *
Name