New Client Portals Are Coming!

by | Aug 3, 2021 | News, Tax

We are making some changes with our tax software and will be using a different platform. This new platform will cause an update to our client portals. We will be sending out registration emails in the next couple of months. These new portals do not require Citrix software and is more web based and user friendly for tablets and phones. We will be in touch with you so be on the lookout, and we are here to assist!

This is a link to a video on what the registration process looks like.

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