Client portals help in doing away with the need for sending out sensitive client information over e-mails. Most businesses nowadays prefer a client portal for their clients. Documents can be uploaded, saved and reviewed in a more collaborative and secure environment.
Once you become a client of Williams & Williams CPA you have the option at anytime to request access to your own private client portal. Access your data the safe, quick, and secure way from anywhere, anytime in the world. Your sensitive information no longer needs to be emailed. Now your documents can be uploaded, saved and reviewed in a more collaborative and secure environment.
A client portal is very simple to use. You simply login with your own username and password to review your documents.
We never forget that your time is your life and we know that you don’t want to waste it waiting on data or documentation. Take advantage of our client portal when you become a client of Williams & Williams CPA.