CLIENT PORTAL

Upload your documents with ease.

Our client portal is meant to provide you with a secure form of document exchange. Not only is it FINRA and HIPPA compliant, it is easy to use and works seamslessly with our accounting software. You can use your own personal login information to access the portal and send us documents at any time. If you choose to, we can also use the portal to send documents to you securely. These documents include digital copies of your tax return(s), e-file authorization forms and copies of pertinent agreements/contracts and engagement letters.

 

Already have an account? Log in here!

Need to obtain a username and password? Send us a message below!

MENU

LOCATIONS

SPENCERPORT

2139 N. Union Street, Suite 3

Spencerport, NY 14559

HILTON

1 East Avenue, Suite 101

Hilton, NY 14468

CONTACT US

Phone: (585) 454-8780

Fax: (585) 625-0024

Email: info@rac-co.com

  • Facebook Social Icon
  • LinkedIn Social Icon

© 2018 by Roberts Accounting, CPAs, P.C.  All rights reserved.