Portal is a simple and easy to use Web application that facilitates secure file transfers and continued access between PATH Tax & Accounting and our clients. For our clients, Portal is a web based interface that only requires the installation of Microsoft Silverlight for use.

Your Portal password will be provided via a separate email. All documents made available for continued access such as a tax return or financial statement will remain on your portal for a stated period of time in accordance with PATH Tax & Accounting’s record retention and portal use policies.

With PATH Tax & Accounting Client Portal‚ we can securely deliver and receive documents‚ which promotes collaboration whenever it’s convenient — 24/7 and from anywhere with an Internet connection.

• Access vital documents 24/7 via a secure online repository.
• Organize documents in electronic cabinets and folders, which mirror the way paper documents are stored.
• Easily upload documents of all sizes without using an FTP server.
• Share PDF files, Web pages, hyperlinks, Microsoft® Excel® spreadsheets, Microsoft® Visio® diagrams, Microsoft® Word documents, PowerPoint® presentations and financial software data files, to name a few.