Certified Public Accountants and Business Advisors

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Client Portal Login


With Web Portals, Enjoy 24/7 Access to Your Financial Documents and Us!

In today’s busy, competitive environment, we at Shaw Mumford & Co., P.C. understand that you are often working well beyond traditional business hours, leaving little time for anything else. As your trusted financial advisor, we are always looking for ways to make your job easier, which is why we offer the convenience of private web portals. Using the same secure technology as online banking, portals enable you to instantly access our services directly from our website. You simply log in to your personalized client portal using a secure ID and password. It really is just that easy!

 

Enjoy the Convenience of Online Services and Simplify Your Work Life

 

Private client portals provide an easy way for you to access your financial documents, transfer data, and exchange information with us on a 24/7 basis. Depending on your needs, we will customize your portal to offer the tools you require. Listed below are a few of the available portal options:

  • Document Presentation (electronic copies of tax returns, financial statements, etc.)

  • File Exchange (secure transferring of files such as QuickBooks, Microsoft Word, Microsoft Excel, Adobe PDF, etc.)

  • Web-based Tax Organizer

We also have the following brochures to provide more details on this exciting new tool:

 

NetClient CS Brochure

 

NetClient CS Insert

 

Click here to learn more about Net Client CS

 

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Most likely, you already conduct a great deal of business online, so why not take your financials there as well? With 24/7 access to your data and software, you can conveniently stay apprised of financial activity and the state of your business. If interested, please contact us at 801-294-3155 Ext. 100 or email us at rosanne@shawmumford.com.

 


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