With year end fast approaching, it’s a good time to slip in another push for portals. We understand the immense value online access offers, and we just want to be sure that you do too. First and foremost, portals support immediate, real-time exchange of data and documents, which translates into ultimate convenience for our clients. Your information is always at your fingertips, 24/7…when YOU need it. Working online also supports real-time collaboration with our staff—enabling us to quickly answer your questions or supply you with needed information. And of course there is also the benefit of reducing the amount of paper in your office…and we know everyone loves that.

Portals just make sense in today’s fast-paced work environment. Consider all the value:

  • Access your data and documents 24/7—You are not restricted by office hours.

  • Enjoy advanced data security and current views of your data—Portals are THE most secure method for sharing information…far more secure than sending files via email or through the mail. And rest assured that you are always looking at the most current versions of your data and documents.

  • Communicate and collaborate with us in real-time—Interact with our staff immediately and get your questions answered quickly.

  • Enjoy a paperless process—Eliminate the need to print, fax, or mail documents. Portals allow us to work with you paper free.

Immediate access to your information, paperless, a direct reach to our staff…what’s not to love? Please feel free to contact our office for more information about our secure client portals.