Client Portal

Planning early for the next tax year can save you money - Make Your Appointment at 732-739-8991. Use our Client Portal to send us documents safely and securely anytime of the year!

Client Portal

We use Citrix ShareFile to host our client portal. Citrix ShareFile offers a secure online portal and transfer service designed for ease of use.

The ShareFile service employs the same safeguards as online banking at all levels of the transfer and storage process.

Click Here to Send Us Documents!

Encryption

Unlike other file-sharing services, ShareFile protects data at all times, no matter if it is at rest or being transferred. Files are protected during transfer using up to 256-bit AES encryption and SSL or TLS protocols and at rest using 256-bit AES encryption. Passwords are hashed so that not even ShareFile support employees are able to access them.

Enter Our Client Portal         Click here to request an account on our client portal

Note:  If you lose your password to the client portal simply click "Forgot Password?" link and the site will walk you through recreating your password.

     

 

 

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