Client Portal

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.

Benefits :

24/7 Access to your important financial documents
Safe, secure file exchange of confidential information
An easy method to forward financial documents to third parties
Eliminates lost, delayed, or potentially vulnerable data sent by mail or email

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