How We Meet With You
We will meet with you however is most convenient for you – face to face, phone, e-mail, etc. Many of our clients live in other states and deal with us virtually. Many local clients like meeting face to face, and others like to drop off their information and then have us follow-up with a phone call. Our approach is to work with you however you want. We don’t want to force one approach. Rather, we will accommodate your preference and your schedule. Overall, we want to make dealing with us, easy.
Getting Us Your Information
Again, we want you to get information to us however is most convenient to you:
-
ShareFile secure portal
-
E-mail
-
Fax
-
Mail
-
Drop off
If you are sending confidential information, the most secure and convenient way is by using our ShareFile service. This is a secure portal that we can set up for you, where you can share documents with us or we can share documents with you. This portal is very secure and convenient. We can e-mail you a link which has simple steps to access your personal folder.
Delivering Information To You
If we are sending you confidential documents like tax returns, we prefer and recommend ShareFile. It is simply the most secure way of sending confidential information. We can e-mail you a link which has simple steps to access your personal folder. If this option does not work for you, we can e-mail you password protected documents, or we can fax or send registered mail to you.
Online Storage Of Documents
One advantage of using ShareFile is that your secure folder can have copies of your tax returns and other confidential documents that you can access anytime. It is a secure online storage for your tax and business information.
