Our Client Area / Secure Client Portal

Secure Client Area / Portal

I am now using a SECURE CLIENT PORTAL (Client Area) to send and receive documents to and from you.

You can get access to the portal on the Home Page in the side navigation menu under  "Client Area" or at the top right navigation menu under "Sign In". If an account is not already set up for you, you can sign up for the "Client Area / Portal" under the "Service PLUS" tab of our menu.

When your account is set up, you will be sent an email directly from my portal, with your temporary password and login information. Once logged in, you can click the Change Password tab to update your password to something only you will know. Although not required, For your Security, I strongly suggest you change the password on your first login.

To change your password, click on the "Bust of a Person" icon in the upper right corner of the screen. Then select the menu item "Profile". This will take you to a screen where you can change your password. I request you do not change your log/user name as this is how I find your folders and user information to assist you and transfer files.

Your portal account is FREE and allows you to upload files, fill out online forms and even send secure links to others.

Secure documents I send you will now be uploaded to this site, rather than being sent via email or facsimile transmissions for security purposes. I will still use email and facsimile transmissions for other non-sensitive documents and general communications. You will receive emails directly from my Client Portal to notify you when files are uploaded by me to the Portal and are available for you to download. You will also able to upload secure documents to me through the same portal. Files uploaded by me will appear in your "DL to Client" folder (DL=download).

NOTE: The Portal is not a storage facility for your files, just a secure method of transferring sensitive information. Files uploaded by our offices for you will automatically be deleted in 30 to 60 days or less, while in most cases files you upload for our offices will be deleted as soon as we download them.

Well now this is fine and dandy. One more administrative headache, one more step, one more thing to do ... but what's the point of a Client Portal anyway?


The Client Area / Secure Portal


What is it and Why Should I Use it?


  1. Sharing information via e-mail is not secure - E-mail transmissions are fairly easy to intercept and anyone with access to a client's e-mail account could see the confidential information. With the high increase in internet fraud and Phishing, it is more important than ever to use secure transfer methods;
  2. It is a Great Centralized Tool - Missing information to complete a tax return? Need accounting information to complete some financials? Need to deal with and IRS notice? Need to provide a copy of your tax return because you refinancing  your mortgage or filling out your child's FASFA? Or anything else you can think, the client area/portal is a great tool to centralize the sharing of this information without having to mail or drive over with the required data.
  3. SAS 70 Certified – What is SAS 70? Type I SAS 70 audits provide independent third party assurance by a licensed CPA firm as to whether control activities described by a service organization are suitably designed to meet specified control objectives and whether the controls were placed in operation as of a particular date.
  4. Our Secure Client Portal uses a 256 bit level of encryption - What does this mean to you? Advanced Encryption Standard (AES) is a specification for the encryption of electronic data. It has been adopted by the U.S. government and is now used worldwide.
  • The design and strength of all key lengths of the AES algorithm (i.e., 128, 192 and 256) are sufficient to protect classified information up to the TOP SECRET level. TOP SECRET information will require use of either the 192 or 256 key lengths. The implementation of AES in products intended to protect national security systems and/or information must be reviewed and certified by NSA prior to their acquisition and us.
  • So what does this mean in English please? - In cryptography, a brute-force attack, or exhaustive key search, is a strategy that can, in theory, be used against any encrypted data. Such an attack might be utilized when it is not possible to take advantage of other weaknesses in an encryption system (if any exist) that would make the task easier. It involves systematically checking all possible keys until the correct key is found. In the worst case, this would involve traversing the entire search space. WOW, I thought that was going to be in english!
  • Okay, let's try this - So a 128 bit encryption being attacked by this brute-force attack (using super computers and today's technology) would take approximately 149,745,258,842,898 years to crack while a 256 bit encryption would take approximately 50,955,671,114,250,072,156,962,268,275,658,377,807,020,642,877,435,085 years to crack (of course this is a moving target). Hopefully enough to stop those wishing to steal your sensitive information! For more information on Brute-Force Attacks See: en.wikipedia.org/wiki/Brute-force_attack


Click Here for Our Secure Client Area / Portal

Have questions? Contact us.