What is a Client Portal?
A client portal is a secure cloud based site that allows you to log in and view all documents imported into a specific folder set up for you. This includes tax returns, financial statements, and other sensitive documents that you may need to share records of for your financial organization. The secure portal will enable you to upload scanned documents directly into your folder. Once inside the portal, you will be able to send and receive data directly to and from Terwilliger CPA.
The client Portal is more reliable than email for three reasons:
- The ability to send large files
- Document and data organization
While no method of digital communication is flawless, the privacy and protection components of the client portal have large advantages over standard email.
Client File Upload:
Guest File Upload: