What is a client portal? It is a secure (same 128-bit encryption as banks) online storage area used to send, receive, and/or store sensitive client information such as tax returns, financial statements, and QuickBooks backup files for a limited period of time. This is a safer alternative to e-mailing for communicating and collaborating with clients and meets the requirements of the Massachusetts Data Security Law (effective 3/1/2010).
To send, retrieve, or upload a file(s), go to http://brendacpa.leapfile.net and follow the instructions on the Welcome page.
Call me at (508) 740-6250 with any questions or to schedule an appointment.
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