Client Portal
CPA Client Portal
Secure Client Portal
Your information and our services – at your fingertips.
Access your data and files, send and receive files and messages, and interact with our team electronically through our fully-secure client portal. Our client portal utilizes CPA SafeSend – a third party secure platform – to ensure your confidential information stays confidential.
Online Payments
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.
For your convenience, we offer two (2) methods for sending electronic copies of your tax workpapers:
SafeSend Instructions:
1. Enter your e-mail address
2. Enter your First Name
3. Enter your Last Name
4. Click on the “+” button to find your recipient
5. Enter a subject
6. Enter Secure Message
7. Click “drag files here” to upload your file
8. Press “Send Files”
ShareFile Instructions:
1. Enter your e-mail address
2. Enter your First Name
3. Enter your Last Name
4. Select “Continue”
5. Click the drop down & select PDR CPAs Admin as the Recipient
6. Select “Browse Files” to upload your files
7. Select Upload