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Client Login

Welcome to your Secure Client Portal. Here you can upload and download sensitive files securely.

  • Web portals which allow for secure internet delivery of finacial statements, tax returns  and other documents
  • Remote payroll entry
  • Payroll check retrieval to print your payroll checks in your office
  • Access to CBS web based accounting software for checkbook, accounts payable, accounts receivable and payroll processing

Contact our office for more information on these services.

All communications between our firm and the user are encrypted using the Secure Socket Layer (SSL). This is the same functionality used by banks and popular e-commerce services for secure communication. We also store your files encrypted when they are at rest on our servers, adding an additional layer of security. To protect against data loss, our servers are equipped with technology that automatically mirrors all data in real-time to two separate locations. Regular incremental and full backups of all system data are performed, including off-site data backups stored in two separate secure physical locations, to protect against almost all disaster scenarios.