Spend Less Time Printing and Handling Documents
Our Client Portal allows the exchange of documents and information safely and conveniently.
Benefits:
- Clients can upload accounting and tax documents at their convenience.
- We can share accounting documents and tax returns directly with our clients. Clients can access whenever it’s convenient, from any computer or mobile device.
- Client records and files are always protected using tough, industry-standard security measures. All transmissions are secure, and files are encrypted.
- Our Client Portal is web-based, and works with just about any browser and computer and mobile device. Uploading, downloading, renaming, and deleting files is simple and quick.
Contact us at info@BConsultingServices.com if you do not have a Client Portal account already established.