SECURE CLIENT PORTAL
December 28, 2016
If you haven't heard or had the opportunity to contact us, we are very excited to announce that we can now provide you with access to your own secure client portal. An electronic communication system which will allow you to access sections of your client records and share tax documents with our office as soon as you receive them. Secure transfer of your personal information is critical in order to minimize the risk of identity theft.
We already have clients signed up and the feedback is phenomenal. They are happy with how "user friendly" the portal is and the ease of providing documents and/or information to us.
Should you have any questions, please contact our office at 913-682-1231 and ask to speak with Michelle Becker. She will answer any questions you may have and/or set your portal up over the phone if that is more convenient for you.