Secure Effective Efficient CPA Services

SEE What We Can Do For You Now

Introducing a private and secure online service that make our services more convenient for you.

You’re busy. We get that. Between running your life and running your business, it may not always be convenient to contact us.

 

We SEE a Secure, Effective Efficient method of reaching us 24/7/365 to:

  • obtain copies of financial statements or tax returns
  • send and receive backup data files
  • store critical information securely
  • receive thorough and responsive tax planning — faster

How will this service help me and my business?

We’re glad you asked! E-mailed tax returns can remain on your ISP for some time as well as make several stops along the way to your computer. Your private portal will have 256 bit encryption operating transparently in the background. Your financial statements or tax returns will reach a new level of security and safety.

Want to SEE more about our new electronic safe deposit box?? This 2 minute overview explains how your private NetClient site saves time and adds a new level of security.

Could this security help save your health or even your life?

It’s not an exaggerated claim.

You’ll have a private area of the portal for storage of health care directives and your medical power of attorney. We hope you’ll never need this part, but unless you carry these documents on your person, your spouse will appreciate being able to access this paper work, in an emergency, from any internet connection at any medical office.

What about efficiency?

This is where net portal really shines!

It will eventually become the instantaneous method of delivery for most tax returns and financial statements. Since IRS has mandated an E-File permission form signed by both husband and wife, you can save a return trip to our office. Your 2010 tax organizer is available in an online version thru your secure portal. Drop in the numbers and return the encrypted organizer to us with one mouse click from your home.

The free part is really good, but are there more cost savings to be gained?

Another excellent question!

The first two points do bring savings in time and money, but they are just the beginning. We’ll be rolling out cloud computing, web-hosting of your existing Peachtree or Quickbooks data and a number of other benefits in the next few months. Since a picture can be worth a thousand words, watch the next 2 minute video as we cover some of the functions included in NetClient!

There’s no audio and it’s meant to be a general overview of just a few of the available functions:

  • Document Presentation
  • File Exchange
  • Account Aggregation
  • 1040 Tax Organizer and others.

Since we all read at different speeds, you can speed up the screenshots or review at your convenience.

With identify fraud at an all time high and tough economic times for the foreseeable future, we want to be the firm the helps you run your affairs more securely and more efficiently.

What do you need to do? One click-that’s it and we’ll send you the information you need to login.  We also included training videos on each major function of the site!