A new feature of our web site is the "Client Portal," which looks like it will be really useful for some of you. As we seem to say more and more, "in the old days," you would call and tell us the bank needs copies of your tax returns or financial statements. In turn, we would get the files, make copies of the documents and either mail or deliver them to the bank or you would drop by to pick them up and deliver them to the bank.
We won't have to do that anymore.
Now, using the Client Portal, we can upload the documents to your password protected online file cabinet, which you can in turn download or print for delivery to the bank. Or, with your permission, we can upload the documents to a file cabinet for the bank, so that your loan officer can download or print the documents.
If there is information you?d like to transmit to us, you can log into your portal and upload scanned copies or digital files to the online file cabinet, notify us that you?ve uploaded something, and we can access the portal to download or print your information.
If you want us to take a look at your QuickBooks file or current statements, you can upload your QB file to the portal for us to review and suggest changes or adjustments.
Let?s say you?re going to take a trip, but want to be able to access certain files while you?re out of your office. By previous arrangement, you could upload those files to your client portal and access them from anywhere you have internet access. Whether you're at work, home, or on vacation you always have access to your tax returns, financial work papers, or accounting database.
This portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts and very large QuickBooks files.
To start using the client portal please log in above or register here.
