At Stidd CPA, I understand that instant access to essential files and information is crucial for your financial needs. The Client Portal is designed to provide you with a secure, web-based platform to view and exchange your financial documents with me at any time—eliminating the need for traditional paper exchange.
Sharing files is a breeze! From PDFs and web pages to Microsoft program files, QuickBooks & more—our portal supports a wide range of file types to meet your diverse needs.
Easy File Retrieval
Time is precious, and we value yours. Our Client Portal simplifies your document search. Whether you’re searching by file type, title, or any other criteria, our portal ensures a quick and easy process.
Information Security
The Client Portal employs multi-factor authentication to protect you from password theft. Rest assured, your files are encrypted with 256-bit encryption the moment they are uploaded and stay encrypted.
