Federal and state laws are increasingly becoming more strict about maintaining the security of clients’ Social Security numbers. Accountants all over the country are required to encrypt e-mails that contain clients’ personally identifiable information, and several states have similar legislation pending.
Client portals—secure online storage areas—offer an alternative to e-mail for communicating and collaborating with clients and can also be a significant timesaver by eliminating the process of hunting down copies of old returns every time you need one.
Davis & Hodgdon Associates CPAs is very pleased to offer clients the NetClient Portal solution for the fast, secure exchange of documents including tax returns this tax season!
Need a copy of your financials or tax return? Our secure client web portal provides you with immediate access to your information through the “Document Presentation” feature. You can also retrieve and send documents and QuickBooks (including QuickBooks files) to the firm via your portal through the “File Exchange” feature. Need a copy of a prior year’s tax return? No problem!
Taking care of your accounting and financial needs should not take over your life. We have a way that will make it faster and easier for you to get the service and information you need 24/7 – securely and conveniently. See below for details and feel free to call our office in Williston (802.878.1963) or Rutland (802.775.7132) with questions about getting started.