Author: Jennifer Roberson
May 30, 2018

Do you ever feel overwhelmed when preparing for tax season? Have you ever lost an important tax document in the hustle and bustle of life? You’re not alone, most people do. We know life can get busy, but unfortunately, forgetting or losing certain documents can potentially result in unnecessary penalties. That’s why we’re here to help organize and take the guesswork and stress away this next tax season.

Here are 3 reasons why you should use our free, online Client Portal:

1. CONVENIENT

We know it’s not easy to keep track of all your documents throughout the year especially since they come in at different times. Stay organized by uploading each document to your online portal as it comes in so you don’t have to worry about it again. By using our portal, you can avoid the worry of misplacing important papers and this option helps save you a trip to our office. The portal is open 24/7.

2. SECURE

If you’re anything like me, I hate getting hacked and having to go through the hassle of changing all my passwords. Thankfully, our Online Client Portal is a secure site that offers more security than your standard email. Our portal’s digital security is among the best and regularly undergoes third-party audits to ensure that your data is protected from digital threats and attacks.

Given the ever-changing security risks that must be considered when transacting business online, we understand your concerns about data security and safety. You can be assured that your data is stored in a secure network of data centers that are among the most advanced and secure in the world. Every precaution is taken to ensure the safety of your data. Equipment and facilities are protected against fire, natural disasters, power failures and other unexpected scenarios.

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3. FAST

Our Online Client Portal helps expedite the preparation process. As soon as you finish uploading your documents to your portal, your Accountant is notified and we can begin working on your return. Not only is it a great tool for sending us your documents, it’s the quickest way to for you to receive your return once it is completed. You have immediate access to your previous returns, payroll reports, and financial statements completed by our office.


We understand that our Online Client Portal may not be ideal for everyone, therefore we have other options as well. If you’re interested in signing up for our portal or curious about our other options, please feel free to contact our office at (352) 369-1120.

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