CPA/TAX DOCUMENT PORTAL
Welcome to your Secure Client Portal. Here you can upload and download sensitive files securely.
* Please do not upload any financial services documents to this portal.
New User? Request your username and password visa email to firstname.lastname@example.org. For immediate assistance, please call our office at (254) 547-0773 to request access.
All communications between our firm and the user are encrypted using the Secure Socket Layer (SSL). This is the same functionality used by banks and popular e-commerce services for secure communication. We also store your files encrypted when they are at rest on our servers, adding an additional layer of security. To protect against data loss, our servers are equipped with technology that automatically mirrors all data in real-time to two separate locations. Regular incremental and full backups of all system data are performed, including off-site data backups stored in two separate secure physical locations, to protect against almost all disaster scenarios.