Client Portal

As technology is constantly changing the workplace, we are always looking for a way to better serve our clients.  We needed a way to send and receive electronic files that is more secure and less restrictive than e-mail.  Our solution is the Client Portal.  The Client Portal will allow us to securely post electronic files where clients can access them at any time.  It will also allow clients to securely upload electronic files to our server.  Creating client accounts to allow access to the Client Portal will be done only by request.  If you are a client here and would like to request a Client Portal account, please contact Elaine Bahr at elaine@robersoncpas.com or by calling 919-383-0441.  Once the account has been set up, you can access the Client Portal at your convenience.  If you already have a Client Portal account, please click the link below to log in.