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As a valued client you get a secure, password protected portal to store and access your important financial documents from anywhere at anytime. Your password is your zip code followed by the last four digits of your Social Security number. Whether you're at work, home, or on vacation you will have access to your tax returns, financial work papers, or accounting database. You can make a hard copy of your return by printing the pdf file. The information will be available until the end of the filing year. This portal also allows us to work together efficiently by securely exchanging working documents, and scanned receipts.
To register to use the portal system please call us at 408-446-5551 or email us at richard@richardsmithtax.com. |
