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Why Portals Make Sense for Clients

July 31, 2012

Portals are everywhere. When you access your financial portfolio or bank account, you are using portals. Online access to information is critical these days, allowing instant access to data and documents when you need them—the ultimate in convenience.

At our firm, we also want to provide our clients with the convenience of web-based access, which is why we offer our advanced and highly secure client portals. Portals allow us to easily deliver and exchange information with you and collaborate in real time—essential benefits when you are busy running your business and household.

Portals just make sense in today’s fast-paced work environment. Consider the value:

Access your data and documents 24/7 — You are not restricted by office hours.

Enjoy advanced data security and current views of your data — Portals are THE most secure method for sharing information…far more secure than sending files via email or through the mail. And rest assured that you are always looking at the most current versions of your data and documents.

Communicate with us in real-time — Interact with our staff immediately for true collaboration.

Enjoy a paperless process — Eliminate the need to print, fax, or mail documents. Portals allow us to work with you paper free!

Contact our office for more information on our advanced client portals.

   

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Forgot Your Password? Please try logging in with the last password you remember first. (If that fails, you'll be able to reset your password on the next page.)

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(QuickBooks and Peachtree)

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We Are Only Successful
If Our Clients Are Successful

Your success is our main priority, which is why we work to identify the right blend of services for each client. With Rickhoff & Associates, you will also enjoy our personal approach to doing business. We know that every client has different goals and changing needs, so we work with you throughout the year to offer advice, review your financial status, and ensure there are no surprises at year-end. Professional, personalized, client-focused…Rickhoff & Associates is the new breed of accounting firm.

  •  
    "Mr. Rickhoff was nominated by the members of the association [PASBA] to receive this outstanding award that honors a member who has consistently demonstrated the beliefs of the association's motto, Teach-Share-Learn."
    - Professional Association of
    Small Business Accountants

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