Document Management System
Your client portal provides you with 24/7 access to tax returns, financial statements, scanned source documents like W-2′s and stock transactions. You can safely store vital company information like settlement statements, wills, marriage license, divorce agreements, adoption papers, contracts, tax returns and support.
Access From Anywhere
This web-based portal system securely stores files and documents online so you access from home, officer or on the road.
Access When You Need It
My clients often find the idea of access to their information. They like having instant, anytime access to their tax returns and financial statement from any location once they see how quick and easy it is to view and print your returns,
Easy To Use
The familiar user-friendly “Windows Explorer” like interface means you will be able to start using the system right away without having to learn a thing. There’s no hardware or software to install and the system only takes a minute or two to setup.
The Online Document Management System makes it easy to find documents across your organization. You can instantly find your important files with a quick word search and no longer have to waste time looking for documents on someone else’s desk.
Secure and Compliant
The client portal provides encrypted file access and a highly secure storage environment.
All Types of Documents
Any file on a local computer can be placed in the portal. Including extremely large QuickBooks Backup Files, Microsoft Word Documents, PDF Documents, Excel Spreadsheets.
I have organized documents into separately named file folders. The folders are organized in hierarchy of Cabinets, Folders, Sub-Folders, and Documents.
Cabinet (Doe, John & Jane)
- Folder (Tax Returns)
- Sub-Folder (Filing Instructions)
- Document (2008-1040-Filing Instructions-Doe, John & Jane)
- Document (2009-1040-Filing Instructions-Doe, John & Jane)
- Sub-Folder (Support)
- Document (2008-1040-Support-Doe, John & Jane)
- Document (2009-1040-Support-Doe, John & Jane)
- Sub-Folder (Income Tax Returns)
- Document (2008-1040-Return-Doe, John & Jane)
- Document (2009-1040-Return-Doe, John & Jane)
Access To Your Portal
When I prepare your return, I will send you an email with log-in instructions. The first time I will give you a temporary password. After logging in, you will be prompted to change your password to a permanent password only you will remember. You can access your portal anytime thereafter by going to our home page http://brumley.com and enter your username (email address) and the password you chose. If you have trouble we can always do a remote support session to help you.