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
The main benefit of our Client Portal is it allows you to have instant access to key documents from anywhere, at anytime. Simply log in using your personal account provided to you and navigate to your folder. Whether you're at work or home, you always have access to your tax return, data files, or financial documents.
>Your data is secure
A primary difference between using email as a means for document transport often boils down to portals providing a central and single location for documents, whereas email ends up in various locations because it is sent, received, and 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!
Not finding what you're looking for? Please contact us or view our User Guide.