Secure Client Portal
As a valued client, you gain access to our secure client portal to store and retrieve your important financial documents from anywhere at any time. We implemented this portal because it was designed to make it easy for us to share information and communicate seamlessly. This portal allows you to upload and access files, ask questions, and more without having to download an app or create a username or password. Keeping all of our communication and your information in one easy-to-access but secure place.
When you need to access the portal, you will receive an email notification from our office, or you can click the icon below to access your account, upload sensitive information, and/or complete client-assigned tasks. If you have any questions or need help, contact our office. Thank you for trusting FAIntellics CPA Advisory to be your trusted business advisor and partner. We look forward to working with you securely and efficiently.