What is our clientportal? We have a powerpoint presentation to further describe our portal. This presentation requires PowerPoint Viewer if you do not have powerpoint on your computer. After that is loaded, click on:
In today's busy, competitive environment, we at Worthing & Going 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! Login and password hint will be sent to your private e-mail when there is a document waiting for you.
Enjoy the Convenience of Online Services and Simplify Your 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.
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, make sure your tax organizer is updated with your updated, confidential e-mail address. Please contact us at the numbers listed below or email us at firstname.lastname@example.org with any questions.
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