Dear Client,
In our continuing efforts to offer more and more value and leading-edge technology to our clients, we have an exciting announcement to make.
Over the past weeks, we’ve been migrating to a new portal platform for our clients to enhance the client experience.
Be sure and check out this guide for more details. And keep an eye on your email, because in the next couple of days, you’ll receive an email with login credentials to your new portal. Just like our old portal, you’ll be able to log into it by going to our website home page anytime and clicking on client login.
In addition to a new portal system, we’ve migrated our electronic invoicing to go through Stripe.
What does this mean for you?
For the next invoice you receive from us, you will need to click on the invoice and add your payment information. This is required to comply with the PCI Data Security Standard. You will only need to do this once, and then invoicing will happen as it normally does for you.
Please let us know if you have any questions. Stay tuned for some very exciting new additions to the portal as we move into the new year, including 2025 tax season organizers!
Warmly,
Brian Pry, CPA