Learn About Our Client Portal

Learn About Our Client Portal

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This month we want to give you some helpful information regarding the Client Portal feature of our website. This feature allows us to send and receive confidential information. Data such as Tax returns, financial statements, QuickBooks files, and other documents can be uploaded and stored at your very own portal. Here are a few of the benefits:

1. 24 Hour access to view, download, and upload files
2. Annual client organizer can be completed online
3. QuickBooks files can be added to the portal, allowing large files to transfer easily
4. Tax forms such as W2s, 1099s, etc. can be uploaded for tax preparation
5. Secure, end-to-end encryption of all files transmitted and stored

Your personal portal will have a password of your choosing, you can exchange documents on your schedule and CPA Consulting Group, LLP will receive an email notifying us that data has been uploaded.

To set up your portal or if you already have one and need further information just give us a call and we will get the portal in place for your 2018 tax preparation documents.

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