New Client Portal for You

Tax and Money Tip of the Week:

Announcing: Our New Client Portal for You

February 6, 2012| No. 128

At Mark Vitek, CPA, P.A., we are able to provide you with a secure, password protected portal 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 and financial work papers.

This portal also allows us to work together efficiently by securely exchanging working tax documents, scanned receipts and very large QuickBooks files.

HOW IT WORKS!
We have established our new Client Web Portal using CPA Secure, https://www.securefiletransferservices.com.  Upon request to anyone in our office, we will gladly provide you with a username, password and a folder (similar to a Directory Folder on your computer) so that you may immediately begin using this exciting new feature.  There is also a client portal button on our website www.markvitekcpa.com that will take you to the same site.

 We believe this new feature will be a benefit of working with Mark Vitek, CPA, P.A.

 More to come in future issues of Tax & Money Tip of the Week!

Questions or Comments? You can add comments on the blog, call 919-847-2981, or visit our web site. We look forward to hearing from you.
Mark Vitek, CPA/PFS, CFP® …until next week.

Advertisements
This entry was posted in Tax and Money Tip of the Week and tagged , , , . Bookmark the permalink.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s