Client Portal
Client Portal - The Secure Way to Communicate with Your Tax Expert
As a valued client of Outstanding Tax Gary, you can access your important financial documents from anywhere at any time, thanks to our password-protected Portal.
Outstanding Tax Gary’s Client Portal allows tax experts to connect with clients securely and efficiently through an online environment that follows the highest security standards – allowing documents to be securely transferred back and forth. Our secure messaging system makes it easy to communicate with your clients, while our automated reminders keep them on track. You can also use the Portal to share documents and files with your clients securely, so they know exactly what’s going on at all times. And if you need help from us, we’re always available by phone or email.
The Client Portal Offers the Following Features:
- Send documents directly from Outstanding Tax Gary's secure system into your accounting office's databases
- Monitor your financial reports and investment portfolio in one place.
- Access your bookkeeping files anywhere. We securely maintain all of your files and keep them up-to-date.
- Find and obtain all files related to your account and taxes in one convenient location on the web, including financial charts and graphs as well as scanned copies of receipts
- Customize access with personal security codes to prevent unauthorized access
- Besides offering complete security, our Client Portal integrates smoothly into each accounting office's workflows by maintaining connection information about both parties and obtaining access to other communication tools. This allows for a quick and efficient exchange of information.
We provide personalized service and expertise to meet each client's financial needs
Increase Efficiency and Transparency: Benefits of a Client Portal
– Secure and efficient communication with clients.
– Keep track of what has been done, by whom, and when it was completed.
– Transfer information such as documents or signatures in a simple way.
– View your financial data in one place.
– Easy access to all of the files that are related to your account and taxes.
Click HERE to sign up for a free trial of Outstanding Tax Gary’s Client Portal! You’ll be able to see how much easier life will be when managing your client relationships in one place.