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Changes to Your Client Portal…What You Need to Know

October 26, 2012

You may have already noticed some changes to your personal portal. To ensure that you are able to continue to easily navigate within your portal, we’ve compiled the following list that explains recent core enhancements.

What you will see when you log in:

  • A more streamlined look and feel offers more direct access to your documents and other frequently used home screen features.

  • The “File Exchange” link and any documents previously located in “Document Presentation” or “My Tax” are now located in a single location called "Documents." Within “Documents,” you will see each business or individual clients associated with your login.

  • A new "Messages" link at the top of your screen will show you a list of recent activity—similar to what you'll find on many social networking sites. When new activity occurs (e.g., if a new document is posted to your account), the number of new activity items will display next to the “Messages” link.

  • A new "Tasks Center” will be displayed when there is activity that requires action on your part (such as a signature needed). Simply click on any task and you will be directed to the proper screen.

  • Your account information (including password management) and the “Log Out” link are now available by clicking your name in the top right corner of the screen.

Please contact our firm if you have any questions. Remember, we are here to help!

   

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Client Login

- Individual Clients
- Business Clients
- Client Employee


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.)

BOSS™ Accounting Software Login

(QuickBooks and Peachtree)

BOSS™ Accounts Payable Documents Login


Video Meeting

Join a scheduled video meeting with our staff.

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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.

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    "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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