Whether you're busy running your business, or running to keep up with a busy schedule, time is one of your most valuable assets.

Your personal, private Client Portal provides you with instant, 24/7/365 access to your tax, accounting and financial information online - any time - day or night - from anywhere your haven an Internet connection.

If you are investing or banking online, then you are already familiar with using web-based portal technology. Your Client Portal allows you to take advantage of the same Internet technology that banks and other institutions use, to give you around-the-clock, online access to our services.

Now you can visit our 'Virtual Office' for the services you need via our website - anytime and anywhere you choose. We free your time, so you can focus on keeping your business competitive - not waiting for phone calls, files, or faxes.

We'll work with you to customize the Client Portal to best meet your needs:

Document Presentation - Need a copy of your W-2's or a tax return to apply for a bank loan? Need payroll reports for an early morning meeting? Just log into your files on your Client Portal ... and then view or print your information.

File Exchange - Retrieve and send documents we're working together on via your portal. It's a great way to make quick changes to work in progress.

Online Bookkeeping - Use our software to streamline your day-to-day bookkeeping and check-writing tasks. Access your software from our website, just as if it resided on your computer. Post your transactions as usual, then we take care of the rest. You're always using the latest version of the software, and it is accessible from anywhere! You won't have to worry about transferring the files to us - we'll have access to them to help you at any time.

Remote Payroll Data Entry - Need to get your payroll data to us? Just login from work or home in this very secure and private, encrypted environment. We will customize a worksheet especially for you to speed up the process.

What is a portal? It is a private doorway to information, a private online office that only you and we can enter, via our website.

What types of files can I exchange with you? Any type - Word, Excel, Access, QuickBooks, pdf, budget templates, and forecasting documents with no faxing, postage, or courier costs - all in a secure environment.

Is the Client Portal secure? As noted on the Client Login page, there are multiple levels of security. If you have further concerns, please feel free to contact us, and we would be pleased to provide you with more technical data.