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Wednesday, January 26, 2022


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Client Portal Vault 2


 Through a unique secure login, with your own user ID and password, here's what will be available to you, as our client, on our secure portal website:



Data Encryption

Secure File Transfer. . . . You''ll be able to tranfer your computer files to our office, and receive files from us.


Online Security


You will have access to... secure file sharing and file transfer, secure folder and file storage, secure encrypted email, the ability to email large files, electronic document signing


File Exchange


Documents . . . You'll have access to documents that we prepare for you, such as financial statements and tax returns.


Software procedures . . . We will make sure you know exactly how to transfer files to our office, including when to perform backups or other monthend administration.



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