Our clients are offered a free password-protected portal to download files that we've prepared for you, manage your files in a secure environment, or upload your own files which are too large to send to us via email. See our faqs>> .
QUICK & EASY...
NO SOFTWARE TO INSTALL...
WE'LL GET YOU UP-AND-RUNNING IN MINUTES!
Instant access to your files...
Our client portal allows you to have instant access to key documents from anywhere, at anytime. Simply log in using your personal account provided to you and enter your portal. Whether you're at work or home, you always have access to your tax return, data files, or financial documents.
Your data is secure...
Document transmissions using email are often not secure. Not only are portal documents transported over secure transmissions but they provide a central and single location for documents - email can end up in various locations because it is sent, received, and sometimes copied. Email can get into the wrong hands. We therefore do not email confidential, private information to anyone, including our clients. All of your data is held in a secure environment and is only available to you and those at Tracey S. Peters, CPA, LLC!