Beginning this year we are introducing client portals to our website.
Federal and State laws keep getting stricter about maintaining the security of tax clients social security numbers (and for good reason). Attaching documents to emails is no longer considered secure. Beginning this year you will be able to send and receive documents and information to us via secure portals on our website. You will then have access to them “in the cloud” whenever you wish. Call if you would like to know more.
5 Comments
6/18/2013 01:47:39 am
Every financial decision you make can affect other areas of your life and the people in it. Be sure to discuss the benefits and possible consequences of any action or investment your financial planner
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9/23/2013 06:40:55 pm
A customer login portal displays a user login form which allows users to log into your website. A welcome message and helpful links will appear after users log in.
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10/6/2013 12:07:46 am
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10/7/2013 07:22:15 am
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10/13/2013 06:47:30 pm
This is the best sauce ever!! I used more cashews to thicken it up...delicious!
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