We are happy to provide our services to our clients during these rapidly changing times. The health and safety of our clients and our staff are uppermost in our minds. We are happy to announce that we have added another secure, contact-free way to submit financial information to us. Client Portals are now available to all of our clients, both individuals and businesses.
These portals are 100% secure and meet IRS security guidelines. For additional security you can also initiate multi-factor authentication when you login.
We are providing this service to you free of charge. If you would like to have a Client Portal set up for you or you have any questions about this new service, please email firstname.lastname@example.org or call our office at 518-636-5166.
Once you request a Client Portal you will receive a system generated email with a link that will take you to a page to set up your user name and password to register your portal. Once your portal is registered you can immediately start uploading documents that are needed to complete your tax return or other accounting work. Once we complete your return we will upload it to your portal. You then can view and/or print it from the comfort of your home or office. If you are an individual who also has a business, we can have both your individual and business returns uploaded to your portal so you can view them both without logging into multiple portals.