Are you making use of our website portal?
Did you know that it is a more secure way of uploading and downloading your files than simply emailing?
Being on our website portal gives you access to your files 24/7. This way you can access your documents any time – e.g. – if you’re at the bank and need a tax assessment of or copy of your last income tax return, just go to our website, press portal login, put in your user name and password and you can retrieve what you’re after. Most of our clients make good use of our website portal, but if you’re not taking advantage of it, just give me a call and I will help you get set up.
