The IQ Accountants online client portal is used to provide all correspondence to our clients. Through the portal, all correspondence, financial statements, tax returns and any documentation provided and filed in an online cloud based library system that can be accessed by clients at any time. The documents are fully encrypted which allows for much safer sharing than other electronic forms.
Electronic signing is also another benefit of the IQ online portal. This approach eliminates the time needed to send physical documents to the client and then back to our office as the digital signature is legally binding.
The portal also features an upload function which allows clients to share documents directly with our staff directly from their phone, computer, ipad or any electronic device.