Client Portal

As a valued client, you get a secure, password-protected portal to store and access your important financial documents from anywhere at any time.

Whether you're at work, at home, or on vacation, you always have access to your tax returns, financial work papers, or accounting database.

This portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts, and QuickBooks files.

To start using the client portal please email us your first name, last name and company name to payroll@cpaapc.com so we can set you up.

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