Online Portal and File Exchange Server Available to Clients
As a service to clients, GRF has implemented an online portal and a secure file exchange service that allows users to store and transfer files online while providing 24-hour access to clients and GRF service team professionals, and security enabled by encryption and log-in credentials.
All GRF clients can use the portal serivce, as an added benefit of doing business with the firm (thank you!). The primary benefits of storing documents on the portal include the following:
- Security: Documents housed on the client portal will never be sent to the wrong location or individual, and cannot be intercepted by a third party.
- Self-service access: Clients can always access their critical documents, edit and store them again. Access is password-protected.
All GRF clients who wish to use the online client portal must first complete a client portal application and sign an agreement form. The client portal can be accessed by clicking the image above.
Completed portal agreement forms and applications can be sent to Portal Administrator, via email at firstname.lastname@example.org or by post to Portal Administrator’s attention at Gelman, Rosenberg & Freedman CPAs, 4550 Montgomery Avenue, Suite 650N, Bethesda, MD 20814.
Please contact the Portal Adminstrator at 301-951-9090 or via email at email@example.com with any questions.
This was my first time working with auditors and I was bracing for a tough audit and tax experience, but Jim Larson and his engagement team of Bob Maleta and Hang Hoang were very patient, kind and accommodating in breaking down their complex questions into layperson’s terms I could understand.
Carol | Binstock
The Quixote Center