At AMZ Chartered Professional Accountants we have the ability to exchange documents and files with our clients through our secure internet portal.
A Convenient way for Our Customers
Remember that the portal is for your convenience. If you would prefer to drop files off at the office or if you would rather that we print out your financial statements or tax returns for you to come in and sign, those options are always available to you. We would love to see you!
However, modern technology has made it so that we can do everything electronically. You may upload your accounting or tax information into the portal. Once we have completed our work you will receive an e-mail telling you that we have uploaded your completed documents. You can save them to your computer or print them out. They will always be available again in your portal any time you log in.
If you don’t yet have portal access and would like to upload something, please call the office or e-mail firstname.lastname@example.org and we’d be happy to set you up.