Secure File Exchange

(215) 995-0457

CLIENT PORTAL & SECURE FILE EXCHANGE: 

As a client you get a secure CLIENT PORTAL, password protected portal to store and access your important financial documents from anywhere at anytime. Whether you're at work, home, or on vacation you always have access to your tax returns, financial work papers, or accounting database. This system allows us to work together efficiently by securely exchanging working documents, scanned receipts and very large QuickBooks files.

SEND US YOUR FILES/DOCUMENTS USING OUR GUEST EXCHANGE IF YOU ARE NOT A CLIENT. 


ACCESS SECURE ONLINE CLIENT PORTAL:  LOGIN TO YOUR CLIENT PORTAL OR USE THE GUEST EXCHANGE TO SEND/DOWNLOAD FILES & DOCUMENTS.


 

PORTAL LOGIN PAGE: Screen Shot View Below Of Secure File Exchange Showing Both the Client Portal Login And The Guest Exchange.

YOUR PERSONAL CLIENT PORTAL: Screen Shot View Below Of Inside Your Client Portal Showing Features And Tabs.

GUEST EXCHANGE: Screen Shot View Below of Using Gueat Exchange - Upload Files to Us Feature Option. Select Upload Files For This Screen. Complete Requested Info And Select Files To Upload.