New “Client Center” for JN CPA Clients
Secure Document Exchange Portal
Dear Valued Client,
We now use Client Center, a secure web portal, to easily exchange files and communications (tax questionnaire, eSignature, supporting documents, and returns). This is a web portal that you log in to, with helpful features and even a mobile app option. Use the following steps and resources to get started.
! From this month on all of our clients will receive a Registration email with the subject line “JNCPA & Advisors – Register Your Client Center Account” from the address firstname.lastname@example.org.
STEPS TO COMPLETE:
Watch this 3 Minute Video….to review how to register, update your profile, and use the portal’s features.
Interested in the Mobile App? You can search “Onvio Client Center” on your phone’s app store.
Add an additional level of security on your portal login by setting up Multi-Factor Authentication!
We value our clients and staff safety. Using this tool will also help facilitate document exchange from our clients, thus enhancing our efforts to keep social distancing and Covid-19 measures by avoiding unnecessary visits to our office to bring documents while keeping high security over transferring personal documents electronically.
JN CPA & Advisors