WELCOME TO OUR CLIENT PORTAL
Client Portal Login
At Lawson, Rescinio, Schibell & Associates, P.C., protecting our clients’ privacy and the security of their personal and financial information has always been critically important. Our policies and procedures are designed to ensure that this information is protected, whether it is maintained electronically or on paper. With that in mind, we are introducing a client portal that will be available through our website.
This portal has many advantages we feel our clients deserve.
What is Portal?
The client portal is a web-based application that utilizes SSL (Secure Socket Layer) technology to create an encrypted connection. If you currently do any banking or investing online‚ you are using a portal. It will also allow the quick and easy transfer of data files that are too large to send via e-mail such as QuickBooks. Documents can be uploaded, reviewed, and saved in a more collaborative environment between you and our firm.
In addition to the exchange of documents, we can publish electronic copies of all tax returns, correspondence, and financial statements. You will now have 24/7 access to all your records should you need an electronic copy for attorneys or banks.
Please note, records will be available on your portal for a three year period, after which they will be removed. We suggest you save a copy to your computer for future reference.
Who has access to your portal?
Only third parties to whom you grant access can view, retrieve, or post documents. You can approve and set up as many users as you would like, but please keep in mind they have access to everything in your portal. All documents posted can be viewed by our staff.
Who can have a portal?
Portal is available to all our clients. If you would like to have a portal set up, please email [email protected] with your request.