Client Login
For technical support and questions: Please contact Alex at 949-502-6700 ext. 20 or by e-mail: alex@putmancpa.com to assist with your login.
Portal Features:
- Web Tax Organizer: Electronically work through your Tax Organizer at your own pace with the convenience of an automated system. Enter information with ease and send it back to the firm directly- from the comfort of your own home!
- Secure File Exchange: Ability to securely upload and download documents with ease. Secure password protection for local and remote access. 128-bit encryption.
- Online Document Management: Ability to view documents from your portal –anytime, day or night- from anywhere you have an internet connection. (i.e. Tax Return, Tax Organizer, Financial Statements, etc.)
- Online Accounting: Ability to upload QuickBooks files for consultation and online bookkeeping.
