Client Portal is a private doorway to information. Your Client Portal is password-protected, and on secure areas of the Internet accessible to you via our website. The Portal is accessed like an online office and only you and the experts at our CPA firm can securely enter
You can access your account as often as you like—any time of the day or night, any day of the week, from any place where you have an Internet connection
**Please note: when uploading files to the Client Portal do NOT use the same name for documents as this will overwrite the original file. Also, files that exceed 2GB cannot be uploaded. If you need assistance or further clarification, please contact our office.
You can exchange any type of file. You can exchange Microsoft Office files, budget templates and forecasting documents with no faxing, postage or courier costs–all in a secure environment.
***Please note: When updating/ changing your password, make sure that your new password is at least 7 characters long (including 1 letter and 1 number), do not include your first or last name, and do not use a previous password.
Yes. Your software and data are in the most secure location available—a Class-IV, IBM-certified data center. The data center takes every precaution to guarantee the safety and integrity of your data. Our Client Portal system is hosted by Drake Software Mobile App, an industry leader with more than a decade of experience in hosting online applications.
Certainly! With the Drake Software Mobile App, you have access to your Portal anytime, anywhere. Many of the same features that are available to you via your online Client Portal account are also available on your mobile device with the introduction of the Drake Software Mobile App.
Available as a free download to Apple® or Android™ devices, the Drake Software Mobile App offers you on-the-go access to tax returns, financial statements, and other documents.