Now you can access a variety of services anytime, right from this client login page of our website.
Once we set up access to your portal, you can:
- Get copies of your tax returns, financial statement, or any other reports we generate for you at any time you need them; no need to call us or hunt for your paper copies.
- Send us (or receive from us) your QuickBooks or Peachtree files, financial statements, Excel or Word documents, or any other files. It's encrypted, simple to use, and much more secure than email.
It's all completely private and secure. And once you're set up, it's as easy as logging in to your client portal using a secure ID and password. Setting up your portal is fast and easy. When you're ready, just contact us via phone (706-278-2713) or email your professional accountant at our firm.
NOTE> Your login and password are used to help protect your information. The login and password allow access to all of the information shared on the portal. You are responsible for maintaining the confidentiality of your login and password and accept responsibility for all activities that occur under your portal and password. All information available on this portal is considered confidential and intended solely for the use of the individual or entity to whom this portal was created for. E-mailing of unencrypted files is not a secure method for transmitting confidential information. If you intend to forward or share information from this portal, it is your responsibility to secure and review all forms, documents, schedules, etc. before releasing to a third party.
You may change your password at any time. You agree to notify us immediately of any unauthorized use of your account or any other breach of security. It is prohibited to use anyone else's account without the express permission of that account holder.