PORTAL, ACCESS & SECURITY
Easy to reach. Careful with your information.
You shouldn’t have to wait for tax season to get an answer, and you should never have to email your Social Security number. Here’s how we stay in touch, and how we keep your information safe.
YEAR-ROUND ACCESS
A question in July gets an answer in July.
You’re not buying an hour of somebody’s time every time something comes up. Questions are part of your subscription.
One business day — If I can’t take your call, I’ll call you back within one business day. Questions sent through the portal are answered on the same schedule.
Someone who knows your file — You won’t have to start over explaining what you own. We already know.
No meter running — No hourly bill for a phone call or a quick question.
THE SECURE CLIENT PORTAL
Everything in one place.
Every document, every signature and every conversation in one place, with controlled access
Upload documents, answer questions and approve returns there
Nothing sensitive travels by email attachment
YOUR INFORMATION, PROTECTED
Handled the way we’d want ours handled.
A written security plan — Client information is handled under a written information security plan.
Shared only with your OK — Your information is never shared except as you authorize or as the law requires.
Nothing hidden — The privacy policy says exactly what we keep, for how long, and who can see it.