2017 Opens a New Portal
When one door closes, another opens. Or, in this case, another portal opens!
Since last Fall, we have been updating our software to the latest, safest, industry-standard applications available. We started early so that we'd be ready for tax season, ... and we are!
This week the final function is being turned on: The Portal system that allows us to securely exchange sensitive data and documents with you.
Many of our clients have used an older portal system for several years. They have uploaded the financial information we need to prepare their taxes or financial statements. Then they've downloaded the completed tax returns and reports we have prepared.
The new portal makes it easier for us to share information with our clients through tighter integration with the tax and accounting applications. Fortunately, for clients the new portal page will look exactly like the one they've been using. However...
Later this week existing Portal users will receive a new Portal account password.
For security reasons, there is no master list of account passwords. So now that we are going to a new system, users will have to start out with a new temporary password.
We apologize for the inconvenience of having to sign on using new credentials, but we hope the integration in the new system will make the change worth it!
Client documents in the old portal will be moved to the new portal automatically. Of course, if you notice a document missing that you need, please let us know by calling us at 415.433.4500.