The Client Portal is a a secure, password protected portal to send me your QuickBooks files and other pertient documents.
Please note: To use the "Client Portal" feature of my website, you must contact me so that I can setup a User Name and Password for you. I must then "enable" the "Vault" feature of your newly established "Client Folder." I also must make sure that there is enough space on my website (especially if you are sending me a large QuickBooks file) to accomodate your file/files. After setting up your Client Folder, I will then e-mail you instructions on how to transfer a file/files to me.
