If you own your own business, you know there is really no such thing as "off hours".  Whether you are at the office, at your house, at the ballfield, or on vacation, your mind is still constantly working.  Maybe you just remembered that you needed to approve a payment to one of your vendors, or you just ran into one of your customers at your kid's ballgame and they asked if you had received their payment.  You don't have to wait until you get back to the office or for your accounting firm to open the next day.  If you have an Internet connection, you can access your accounting and financial records from anywhere, 24 hours a day, 7 days a week.


Even if you don't run your own business, your life doesn't start at 8:00 a.m. and end at 5:00 p.m. Monday through Friday.  You can access your completed tax returns and other financial information anytime you need it.


With our client portals, you have your own secure, password-protected online portal that can allow you to:

  • View and print tax documents
  • Exchange files with us
  • Perform day-to-day bookkeeping
  • View and pay invoices online
  • Enter payroll data
  • Print live payroll checks
  • Track your investment portfolio
  • View and print check stubs and W-2's
  • Edit W-4 information


And you can rest assured that your critical financial information is secure.  Our portals are hosted at some of the largest, most secure data centers in the world.  They use the industry's most advanced security and reliability measures to keep your data safe, including:

  • Built-in redundancy:  Multiple data locations, Internet connections, and power sources keep your portal up and running at all times.
  • Secure password protection:  A comprehensive password system provides you with worry-free access.
  • 128-bit encryption:  This protects your data as it travels between the data center and your computer.


If you would like more information on our client portals, contact us at your convenience.  If you already have one of our portals, you can login here.