Client Portal is a Web based application used for secure file transfers and collaboration between Regier Carr & Monroe, LLP and our clients. Portal is a web-based interface that does not require downloading or installing additional applications in order to use (however, some adjustments to browser settings may be required).
Regier Carr & Monroe, LLP will utilize the Portal to send and receive files, ensuring that important documents are transferred in a secure manner, and clients can access their tax returns as well as other deliverables. Your Portal and login information will be provided via an email notification. All documents made available through the Portal site will be kept on the Portal site in accordance with Regier Carr & Monroe, LLP’s document retention and Portal use policies.