Secure CPA Web Tech Client Portal

Secure CPA Tech Client Portal at No Extra Cost

Each of your clients gets a secure client portal to use without incurring any extra charges for your business. Included in the complete package is 256-bit SSL encrypted password protection so that clients can access information from anywhere without safety concerns. It can also be used easily for exporting large files between clients and your firm.

5 Online Accounting Firm Applications Included With The Client Portal

CPA Web Tech Data Cabinet - Allows you to exchange information with clients in an easy secure fashion by creating an area to share files online. Eliminates the problem of large files that will not transfer via email and creates an online solution.

CPA Web Tech Secure Online Document Storage - Allows your clients to access all important documents such as W-2s, tax returns, stock transactions, and other pieces of paperwork at any point in the day. It also allows clients to store the same types of important files and documents at any time.

CPA Web Tech Custom Income Tax Organizer - Gives you clients the option to organize their tax information online so that your job is easier come tax time. Additionally, when your clients use the online interactive tax organizer you will no longer need to use paper organizers or mail transfers.

CPA Web Tech Online Accounting System - You can choose to add on an accounting module to the Client Portal that will allow you and your clients to access full versions of QuickBooks Premier and QuickBooks Pro. As with any other program you can access these programs at any time during the day.

Online Intuit QuickBooks Payroll Processing System - Additionally, you can choose to add an online payroll processing component onto the Client Portal. Within this service clients can list their earnings and hors worked, print checks, file all payroll taxes directly to the federal and state governments, and print detailed reports.