Contact our Client Support Team during normal business hours at email@example.com
What the portal page is used for
The portal allows our clients to securely and safely share a variety of documents or files with Boyum Barenscheer.
Who can benefit from using the portal
Businesses, nonprofits or individuals who would like to securely share documents and files rather than mailing, emailing or hand-delivering them. Shared files and documents will be available for you to view on your portal at any time, based on the Retention Policy Guidelines.
How to get a portal
Just ask your Boyum Barenscheer accountant or business advisor! They will send a request to our client support team and then we’ll take it from there. You will receive an email with portal set-up instructions. To access your portal in the future you can simply go to our website, click on the Client Access button, choose “Portal” and then the LOGIN button.
Yes, you can add Word documents, PDF’s, Excel files, or QuickBook files.
Yes. Contact our client support team for assistance.
Click on “Forgot Password” on the main login page.
Yes! You can download the document to your computer and print or share from that location.
A message will be sent to the email associated with your portal.