Login to your client account, using the details you were provided with by one of our staff.
Communicating sensitive and confidential information by email is inherently vulnerable to interception by unintended third-parties. Instead, we encourage you to use this secure portal when sending documents to us. The secure portal provides increased security beyond that of traditional email such as multifactor authentication. In addition, files are encrypted immediately upon upload to CCH Axcess Portal and remain encrypted even when not being accessed. For added protection, files are automatically scanned for viruses before being stored and all files are maintained behind secure firewalls to protect against outside intruders.
Navigating your financial future doesn’t have to feel foggy.
Avoid tax planning mistakes or unsecured financial advice that creates an unclear future. Schedule a meeting with one of our staff today to chart your financial future.
Schedule a meeting >