Our goal is your complete satisfaction, nothing less.
Convenient & Secure!
As a valued client, you will have a secure, password-protected portal to store and access your important financial documents. This portal also allows us to work together efficiently by securely exchanging working documents,
scanned receipts, and very large QuickBooks files.
Multi-Factor Authentication
Before accessing your client portal, please be advised you will need to have the Thomson Reuters Authenticator app installed on your phone.
This is an added level security that will protect any documents you send over to us.
