A secure, dedicated space for uploading documents, signing forms and messaging the firm directly is currently being set up. Here's where things stand.
Douglas Ahrens, CPA, LLC is evaluating secure client portal platforms and will publish a direct login link on this page once one is selected and configured. The goal is a portal built specifically for CPA firms — secure document upload, e-signature, and encrypted messaging — rather than a generic file-sharing tool.
Until then, documents can still be exchanged securely. Reach out and Doug will send instructions for the best method for your situation.
Contact the FirmSend and receive sensitive documents without relying on email attachments.
Sign engagement letters and forms electronically, from anywhere.
A single, organized thread with the firm — no lost email chains.
Manage documents from a phone or tablet as easily as a desktop.
Email is not the most secure way to transmit sensitive financial documents. If you need to send something before the portal is live, contact the office first — Doug will point you to the safest option for the type of document you're sending, whether that's an encrypted email link or another secure method.
