Secure Client Portal for Document Sharing and Storage Now Available

Our secure client portal, Cloud Cabinet, is the fastest, easiest, safest, and most cost-effective way of sharing and storing your important documents. Now you can share and review your tax returns, financial statements, and other important documents instantly, from anywhere with an internet connection, in a fully-secure environment, ensuring that only you have access to your own documents.

  • Upload directly - You can upload existing documents individually or in batch directly to Cloud Cabinet.
  • Scan and upload – You can easily scan documents in PDF, TIF, or JPG format and upload them to Cloud Cabinet.
  • Access archived reports and forms from your Payroll Relief or Accounting Power applications – You can easily access and review the forms and reports you archive from Payroll Relief and Accounting Power.

The Client Portal provides:

  • Supports virtually all file formats including PDF, Word (.DOC), Excel (.XLS), PowerPoint (.PPT), text (.TXT), QuickBooks (.QB), ZIP, and all popular image formats.
  • Easily and securely upload files regardless of size.
  • Notification emails are automatically sent to us when you upload documents or files.

At CPA's Office Online Inc., we work with you to maximize your business potential, and strive to become your "Trusted Business Advisor"

Ask us about our Secure Client Portal today!