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Nicholas B. Boxter CPA

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Client Portals

Keeping current with advancing technology for the services we offer to you is something our office feels is necessary to continue providing a beneficial professional relationship throughout the year. Through our software provider we are now excited to offer all of our clients access to their tax return information anytime they need it.

The portals will provide for secure document storage and two way transmission between our office and our clients. The portal will act similar to an online banking experience, however in addition to downloading documents our office provides you can also send us documents. You will receive an email with instructions for activating your portal & you must activate your portal or it will contain no information.

Our annual tax organizer packets for 2014 will be distributed via the portal. The organizers may be completed by typing the information into the computer and sent back to us with supporting documentation (W2's, 1099's, etc.) through the portal eliminating the need for you to print any paper or mail anything.

If you would still like to receive a paper copy please let our office know and we will be happy to provide one. Also, going forward, all tax returns will be available on the portal 24 hours a day 7 days a week, 365 day a year for you to access & arrangements for prior year tax returns can be made available upon request.

We are excited about this new service offering and hope it will enhance our professional relationship. If you have any questions or would like to opt-out of the portal please contact our office.

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