Client Portals
As an additional service to our clients, in 2002 O'Sullivan Creel began offering instant access to clients' critical documents - including tax returns, financial statements, and source documents - through the use of secure, web-based portals. These portals provide a reliable, secure space where O'Sullivan Creel and clients can exchange important information and documents.
O'Sullivan Creel has just released a new version of client portals and would like to invite our clients to take advantage of this recently updated technology resource. Here are a few reasons why you should consider obtaining a portal:
- Reduce filing paper documents at home or in the office.
- Instantly retrieve important documents anytime, anywhere.
- Avoid the loss of critical documents in case of disasters such as fires or hurricanes.
- Instant receipt/exchange of completed documents from the firm.
- Secure documents through password and storage technology actually renders most digital documents more secure than in paper form.
For those clients currently utilizing our portals, you already understand the many benefits of this technology. Please indicate your preference regarding the use of your portal moving forward.
For those clients who have not yet taken advantage of this added benefit, please sign up to utilize the portals.
Should you have any questions about the portals before completing the forms, please feel free to e-mail ahiggins@osullivancreel.com.