As a client, you have access to a secure portal to store your important financial documents. By uploading files to the portal, you will have access to them anywhere you have a computer and working Internet connection.
The portal also allows SGBPC and clients to work together efficiently by securely exchanging working documents, scanned receipts, large QuickBooks files, &c. Portals provide a more secure and robust collaboration experience. For example, in the past, clients had to physically bring their QuickBooks files to their accountants on some sort of media (floppy disk, CD, flash drive, &c.). Even email has restrictions on attachment size. With the portal, those inconveniences are over.
Check out this video to see the portal in action. See how to use the SecureSend feature to quickly and easily send files to the secure portal environment. (View client portal security measures.)
To start using the client portal please log in above or register here.
To send a file without creating an account use the SecureSend page.
Stanley G. Boatwright, PC
318 Washington Ave
Roanoke, VA, 24016 Phone: (540)342-6411 stan@sgb-cpa.com
