Secure Client Portal
secure client portal allows you and your clients to
upload, store and download files in a 128 bit encrypted
format that complies with all regulatory privacy
requirements. You simply set up each client with a
storage area complete with user name and password.
All files are stored in encrypted format on the server
so you can rest assured that all of your files will
remain private at all times.
Our newsletter articles are
written by CPAs for the clientele of local and regional
tax and accounting firms. When new tax acts are
passed, we have detailed writeups on your site within a
few days and sometimes even within a few hours.
We also provide archived article links, a link for your
clients to click on for local business news in your
area, a daily national business news feed and the latest
announcements from the IRS that would have relevance to
Links & Info
This is the section of your
site where we provide your clients with links to
download federal and state tax forms, get the current
business mileage rate and all the current tax and
retirement rates. Your clients will also use this
section of your site to track their federal and state
refund, get links to national business, tax and
financial resources and consult your tax calendar for
current due dates.
Like every other page of your website, our financial
calculators are branded with your firm's name and logo
on every calculator. We have noticed that many of
our competitors provide calculators that appear in a
pop-up window that is obviously not part of your
website. Why pay for off-site calculators?
If you want financial calculators that are not part of
your own website, simply link to your local bank for