Client Portal Access

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The security of your sensitive information is very important at California Tax Boutique. It is also important that you have a way to send us important financial documents safely and conveniently, no matter how large the files may be. Through our client portal, you can access and transfer files from any computer connected to the internet—whether you are at your home or business. The Client Portal is a web-based application that allows for the encrypted transmission and storage of your electronic financial documents and other important files.

Client Portal

Benefits :

24/7 Access to your important financial documents
Safe, secure file exchange of confidential information
Conveniently stores two years worth of complete documents (no need for paper files)
Easy method to forward financial documents to third parties
You control which parties have full or limited access
Eliminates lost, delayed or potentially vulnerable data sent by mail or email