Using your new Client Portal
We use a secure Client Portal to make is easier for you to manage and provide your important documents.
Here’s what you can do from your portal:
- Download your completed tax returns. No need to turn your office drawers upside down to find for old your paper copies.
- Send us your documents. Upload your PDF, QuickBooks files, Excel spreadsheet and financial statements! Everything is encrypted, simple to use, and more secure than email.
- Access your bookkeeping files. Consult your updated bookkeeping records at anytime.
You information remains completely private and secure. And once you’re set up, it’s as easy as logging in to your client portal using a secure ID and password.
Setting up your portal is fast and easy. Every client in our office is automatically set up and you will receive an e-mail with login instructions.
You can login here: https://bokaccounting.clientportal.com/
PS: This link is accessible from our Home page!
Need help getting started? Here are detailed instructions to get started: How to Logging in to the Client Portal