Hancock Askew’s New Client Portal
Our office has been “paperless” for several years. We scan all client tax information and save it with the tax returns electronically. This system has been a convenience for both our office and our clients. In our continuing effort to provide the best possible service, do our part for the environment, and be as paperless as possible, we introduced a new service in 2009.
The client portal is a web-based portal that clients can use to securely transfer documents to and from our office.
We know that some people prefer sending us paper documents and faxing us additional information and that is fine. But others would prefer to send us information electronically but do not because they are worried about security on the Internet. This portal solves that problem. Our clients now have the ability to scan and upload documents at their convenience. Our office will receive notification that a client has added something to their individual portal and we can download the file and add it to our electronic work papers.
We have been posting the taxpayer copies of our clients’ returns to the portal. Since the portal is web-based, our clients can access copies of their tax returns at their convenience. The returns will remain posted in the portal for three years.
We are excited to be able to offer this technology. We hope you will take advantage of this service!
If you have a Hancock Askew ID and password, click here to access your client portal.
∗∗Please note if you are using a Mac, click here to access your client portal.
If you need technical assistance with the portal or have forgotten your username and/or password, please call our IT department at (912) 234-8243.