Tag: #JNCPA

Secure Document Exchange Portal Dear Valued Client, We now use Client Center, a secure web portal, to easily exchange files and communications (tax questionnaire, eSignature, supporting documents, and returns). This is a web portal that you log in to, with helpful features and even a mobile app option. Use the following steps and resources to get started.   ! From this month on all of our clients will receive a Registration…  Read more

With the COVID-19 pandemic escalating, both CPA firms and their clients are facing emergency planning issues.  As a small CPA firm we are not exempt from this.  The most pressing issues are protecting the health of our employees, our clients, and preserving business continuity.   Thus we hereby share some of the measures we have taken: We are advising clients to deliver documents via our secure document portal service (my-cpa-file).  This…  Read more