As a valued client you get a secure, password protected portals to store and access your important financial documents from anywhere at anytime.
Whether you're at work, home, or on vacation you always have access to your tax returns, financial work papers, or accounting database.
This portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts and very large QuickBooks files.
Lockbox portal enables our clients to e-sign documents and communicate through secure communication instead of unsecured email communication. Lockbox also help all clients send us documents securely even to those clients who have not signed up for client portal.
To start using the client portal please log in above or register here.