I use a client portal to share documents and manage communication securely. Your information is safeguarded with advanced technology, including encrypted storage and controlled access.
When it’s time to use the portal, you’ll receive an email from me with a private link. You can also bookmark this page and return anytime using the portal link below.
❓Do I need a user name and password to access the portal?
No password required! Once your account is set up, you’ll log in using the email address connected to your account. The portal uses magic link technology—a secure, password‑free method. Each time you log in, you’ll receive a unique, time‑sensitive link by email (or text message) that takes you directly into your portal.
❓How secure is the portal?
Your information is protected with bank‑level security. The portal is powered by Financial Cents, software built specifically for accountants, and it meets FTC standards for safeguarding financial and personal data.
For extra protection, you can enable two‑factor authentication (2FA). With 2FA, you’ll verify your phone number and receive a secure code by text message each time you log in.