Some of the highlights of a secure client portal are the ability to:
- Send and receive files (i.e. tax returns, extensions, financial statements, and audit schedules).
- Download and print needed files at your convenience.
- Have a secure way to transfer personal client information, as compared to regular email.
Frequently Asked Questions
What is the portal used for?
With the client portal, you can now have access to tax returns, financial statements, and any other documents (i.e. research memos or corporate organization documents) that you request us to “publish” to your portal in a personalized, secure online database. It also allows you, the client, to upload documents like workpapers or brokerage statements.
How does it work?
We will set up individual usernames and passwords for all individuals that you request them for. Those individuals will then receive a user guide from us via email with instructions on how to log on to the portal. Support for our portal is available via email at email@example.com. In the initial set up stages, we can discuss which documents you would like published to your portal. At your request, we can publish any additional documents to the portal.
An online portal, is that secure?
Actually, our online portal, with its authentication process, is more secure than sending documents via email. We will work with our clients to ensure that organizations with various users have their accounts reviewed on a regular basis to ensure access is only granted to intended parties.
Is the portal for all McKonly & Asbury clients?
YES! The portal is available for all clients, both business and individual, regardless of the services we perform.
How much does portal access cost?
Nothing! The portal makes doing business more efficient and effective for McKonly & Asbury and our clients. It is just another tool we use to serve our clients.
Where do I sign up?
Current clients can review the Client Portal Terms and Conditions and submit a request form by clicking here.