Convenient. Access your information 24/7 from home, your office...anywhere.
Secure. Enter your own password-protected portal where only you and we can access your files.
Fast. Information transmitted through your portal is available immediately in real time.
File Exchange enables you to exchange information and share working files with us—immediately and securely. This helps ensure that working documents such as budgets, forecasts, and backups of your bookkeeping files are updated and questions are answered quickly, conveniently, and privately.
Forgot your password? Click here and choose the Forgot password option.
All communications between our firm and the user are encrypted using the Secure Socket Layer (SSL). This is the same functionality used by banks and popular e-commerce services for secure communication. We also store your files encrypted when they are at rest on our servers, adding an additional layer of security. To protect against data loss, our servers are equipped with technology that automatically mirrors all data in real-time to two separate locations. Regular incremental and full backups of all system data are performed, including off-site data backups stored in two separate secure physical locations, to protect against almost all disaster scenarios.