Secure Client Portal
Your information and our services – at your fingertips.
Access your data and files, send and receive files and messages. Interact with your PDR CPA team electronically through our fully-secure client portal.
Our firm utilizes SafeSend & ShareFile – third party secure platforms, to ensure your information stays confidential.
For your convenience, we offer two (2) methods for sending electronic copies of your tax workpapers:
Conduct transactions and pay invoices securely, quickly and easily with our client payment portal. To pay your invoice, just click the “Pay Now” button and you’ll be redirected to a secure payment platform.