Client Portal Instructions
- Too much paper?
- Ready to go paperless or simply start to?
If you answered yes to either of the above questions, you may be ready to lose the clutter when it comes to preparing your tax returns.
Going paperless is easier than you think. Easily access and organize your personal and business information. Lang Allan & Company CPAs PC’s online portal allows you receive tax returns and other documents online.
A portal is a personalized, secure web space specifically designed for transmission of data and retrieval of information. Your information, once uploaded, will be available to you 24/7 on any computer/mobile device.
Receiving your tax returns and financial information has never been easier!
Simply provide the email address and contact information we should use for correspondence related to your financial documents. Instead of waiting for your tax return and information to come in the mail, you could receive it as soon as it is ready using the online portal.
Access how to use – Portal Instructions.
How to use file exchange – secure way for you to send us documents.