Posts Tagged ‘portal’
Another free service for our existing clients
We’re adding a free service to our client portals. Sometimes you need a template for a business transaction and you need it quickly. It might be to document an employee loan or to specify the Internet Use Policy (a wise idea) for your employees. It could be that you need that employee manual that you…
Read MoreA Year-End tip that always helps in tax planning
All of our existing clients have access to our SCA Secure client portals at no additional charge.
Read MoreUploading your data with SCA secure
With our encrypted portals uploading your data couldn’t be much safer or much easier. Have a look as one of our clients uploads tax information to us. It’s safe, quick, and easy! Steps demonstrated in the video Login Click on File Exchange in left sidebar Click on the Upload Data folder Click the Upload icon…
Read MoreHow to add forms to your tax organizer
I’ve always liked being able to substitute items on a restaurant menu. That way you get exactly what you want. Why should your tax organizer be any different? Although the organizer is customized based upon your prior year return, things can often change from last year. If you switched jobs, opened a new brokerage account, opened a new Health…
Read MoreHow to send us your documents – It’s safe and easy
[Editor’s Note]- We’ve changed the look of the client portals after the date of this post. The portals are now in a facebook-type look and feel and are much easier to navigate. We’ve replaced the old video with an updated one of your humble CPA’s demonstrating how to upload your data. After you send us…
Read MoreFree and secure internet storage for our clients!
One overlooked feature of the internet portals that we provide to clients is their use as a secured storage vault. You may have noticed the icon that looks like a bank vault under the File Exchange section of your SCA portal. We suggest that this vault be used as storage for a copy of…
Read MoreChanging the Password on your SCA portal
Security professionals advise changing passwords from time to time. Here’s how you do it with the client portal that we provide. There are only two steps. Click on your name in the upper right corner. Then click Update Password. If desired, you can also change your login from the default (your email address) for even…
Read MoreNo time for professional reading? We can help!
As we find useful articles on marketing your company, etc., we’ll post a review on your individual portal. Here’s a sample of a great book I recently read on common sense marketing [See this Link]. You’ll receive an email from us telling you that we added information to your portal and a Flag (like the…
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