1 Using this Guide This guide is designed to provide guidance on how to prepare for the introduction of a client portal to your practice, and describes the steps you need to undertake to get up and running with. BioTel Heart Access is optimized for use with Microsoft Internet Explorer 11 or greater. CCH Axcess Workstream. Managing Client Portals. 4/CCH Client Axcess 2. Client Portal We are pleased to announce our recent implementation of a new future-ready client collaboration solution, CCH® Client Axcess. We are dedicated to provide you with your equipment in an efficient manner. Files Recently Added in Client Axcess The Files Recently Added List is now available in Client Axcess. The PDFs attached to this article compare the client-facing features in Client Axcess and in CCH Axcess Portal. Axcess Staffing is located at 440 Goodys Ln, Knoxville, TN and Axcess Staffing operates in the Staffing industry. Online Access: Two-step Authentication login video. User ID This site is for J. American National Insurance Company provides multiple-line insurance coverage including group and individual life insurance,group and individual annuities,property and casualty, group and individual health insurance, mutual funds,credit life insurance and universal life insurance. CCH Axcess Portal provides:. 11 AP should have, at a maximum, 10-25 clients. © 2019 j2 Global, Inc. Profitez d’une nouvelle approche de la gestion de votre établissement scolaire avec la-vie-scolaire, la seule solution complète, en ligne et hébergée !. CPA Exam Review › CPA Exam Forum › Big 4 Firms, Accounting Careers, & CMA › Accounting Careers (Public/Private/Industry) › CCH Axcess Down This topic contains 1 reply, has 2 voices, and was last updated by June 5 months ago. DA: 76 PA: 82 MOZ Rank: 58. The CCH Axcess™ app provides CCH Axcess customers with the ability to manage their work on the go. If you license Portal, you can add a dedicated Portal login page to your site. Parts Sales Manager Autozone | Anniston AL. A portal, is a place where files can be uploaded, downloaded, stored and shared in a safe CCH Axcess Portal Client User Guide - Simplified User Interface. Advanced Activity Tracking. Peterborough City Council - Procurement Portal is a completely new enhancement to our web site. Family Office and Tax Services. Learn how to log in using two-step verification here. Deutsche Bank provides quality banking products and services like private banking, business banking, insurance, investment, wealth management and loans. Use the links at the bottom of this topic to access instructions for configuring. All Files; Learn the Basics. Please login to our RunPayroll platform to securely access your company's account to process payroll and/or access payroll information and reports. Your clients want convenient, mobile options that the paper organizer doesn’t deliver. Receive and locate new equipment upon arrival. We utilize Client Portal for safe, secure, simple file sharing. En naviguant sur le site web, vous acceptez l'utilisation de cookies suivant la Cookie Policy de la BCEE. We believe when a company has integrity and operates honestly, everything else—customers, success, and growth—falls into place. Looking for top talent? Contact our recruiters to see how we can help you meet your workforce goals. We combine our 16 years of industry expertise with research to bring you features that put you in control of how staff, contractors, and clients interact - features you won't get anywhere else, like multi-firm membership, administrator, staff, and client roles, user assignment, ethical walls, and more. Client Portal. Why is the list of clients on the Clients Page different from the list of clients on the Edit User Page > Clients Tab?. For questions regarding portal, please call 213. Logging in to lient Axcess Login using the URL listed above or via the mobile app. Please select a Destination Below:. 5/CCH Client Axcess 2. * = required. Axcess Point doesn't just assemble sets and ship products. I hated every moment I worked with that dated software through a crazy slow cloud system. 4% for our clients’ commercial plans, the lowest in 25 years. Setting Portal Access and Security Options for Client Portal Users. At Axcess Point, we’ve made logistics and product distribution our core business – so you can focus all your time, attention and resources on yours. 4/CCH Client Axcess 2. [email protected] Agent is responsible for supplying their own furniture; desk with lockable drawer or separate lockable file cabinet, chair, document shredder, smoke detector in proximity of work area, and fire extinguisher; [email protected] Agent must complete Flexible Work Arrangement Application and Agreement. RubinBrown Client Portal. General Use of. 0, with over 98% of all installations currently using this version. Using the portal is preferred over e-mail for securely sending your confidential financial documents and tax returns. [05:18] i wish i could get suspend to work [05:18] hischild, the one for the client or client range which is allowed to access the share [05:18] Svenstaro, alright, done [05:18] xb3rt: click "Organize Bookmarks" in the Bookmarks menu. That may be a friend or a colleague, a child with autism, or a parent with dementia. CCH Axcess ™ Portal. Add Accounts + Add Lease/Loan Contract. Look at the list of email addresses listed on your account. Gaps in free wireless Internet access are slowly being filled in by public and private organizations, as well as by ad hoc groups of wireless-network users. Client Axcess Login. Client Axcess. Easy Uploading. Sansom, CPA, PA Key Data: 4. Tenga en cuenta que la p gina que ha seleccionado est disponible s lo en ingl s. Beginning April 29, 2018, 2-step verification will be mandatory for all users logging into CCH Axcess™ Portal. com on a computer, then click Forgot account? on the login page. CCH Client Axcess Video Tutorial (Portal) 212 North Sterling Street. The Files Recently Added List displays files that have been added to Portal since the user's last logged-in session. Organization Short Name: * User ID: * Password: * Forgot your. The Portal Admin user will be the only user that exists initially. More Information. If you received this login page as a result of a link from a Notice of Electronic Filing email: Enter your CM/ECF filer login and password. If your firm uses the standalone version of Portal, you can view instructions for configuring and using your portal by logging in to the Portal website, and then clicking the Help icon in the upper-right corner of the window. Now you will know. If any single industry is responsible for the emergence of workflow as a management process, it is the accounting profession. 4/CCH Client Axcess 2. Explore Verizon's full selection small and medium business solutions including FiOS, high speed internet, phone, and TV service. Better health is only possible when medications are accessible and affordable. Text message to. Training and Support CCH Axcess™ Portal: Accessing Reports Using Stand-Alone Portal CCH® Client Axcess: Creating a New Portal by Wolters Kluwer Tax & Accounting US. Parts Sales Manager Autozone | Anniston AL. CCH Client Axcess is the future of CCH Axcess™ Portal, plus eventually a whole lot more. Upload files to your client portal faster and more conveniently. Its unique private ownership structure was specifically established to promote entrepreneurial freedom and long-term business investments. However, many firm administration features are not yet available in Client Axcess, and those. The Portal administrator will receive an email where he/she. CCH® Client Axcess: Creating a New Portal by Wolters Kluwer Tax & Accounting US. The login page will open Portal in a secured window. We have experience repairing this item and can offer a quick and high quality repair. Rivero, Gordimer & Company is a Tampa CPA Firm committed to maintaining a direct, personal, and confidential relationship with you as our client. See the complete profile on LinkedIn and discover Mike’s connections. A portal update from Laura Lee. Client Profile. Features and Benefits. Our firm has been at the forefront in securing our clients' financial information thru a Client Axcess portal for storing and sharing files in a secure online area. Download your tax returns and financial documents. Microsoft Access 2013 is a database management program included with Microsoft Office 2013. From the 2018 reviews of client portal systems for accounting firms. Your starting point for accessing CCH Axcess Administration Manager help. The control field to enable or disable this feature is added to UserInfo table. The Director of IT Infrastructure and Operations at Axcess Financial, Mike Cline, shared his thoughts on the value of using Comm-Works. After logging in to the Client Axcess Portal, there is a Help system, which can walk you through common scenarios such as sending (uploading) or receiving (downloading) files and setting up users. We have a history of working successfully with both the medical and transportation provider communities. Payments integration with CCH Axcess™ Practice. Logging in to CCH Axcess Portal/Client Axcess 1 Select an option to receive the security code. Separate PDFs are provided for the standalone version of Portal and the version of Portal that integrates with CCH Axcess™ Document or CCH® ProSystem fx® Document. For questions regarding portal, please call 213. To achieve this type of success, follow this advice from CCH Axcess Portal customers:. Clients can also access Portal on Android™ and iOS® devices using the Client Axcess Web interfacethrough their device's web browser. Important: This topic is specific to the version of Portal that integrates with Document. Discover How McDonald Jacobs Mitigates Risk and Improves Client Service and Staff Retention CPA and Partner Jake Jacobs of McDonald Jacobs, a tax, accounting, audit and consulting firm in Portland, Oregon, looked at the risk to his firm from a natural disaster, and knew he needed to take action. Client Axcess Login. Committed to Helping You Achieve the Highest Return on Your Investment. After logging in to the Client Axcess Portal, there is a Help system, which can walk you through common scenarios such as sending (uploading) or receiving (downloading) files and setting up users. Client Login. Setting Portal Access and Security Options for Client Portal Users. clientaxcess. CCH Axcess™ Portal/CCH Client Axcess Welcome to CCH Axcess Portal 2016 -4. 999 18th Street Suite 1605N Denver, Colorado 80202. 0 release of CCH Client Axcess. Release 2016-3. Clients are very happy and willing to pay for that level of service. Enable portal. CCH® Client Axcess https://www. This document is to characterize the EnGenius ENH202 Wireless Access Point & Client Bridge. An intelligent tax preparation, compliance and workflow solution specifically built for the cloud. The Portal administrator will receive an email where he/she. com mysharesafe. SmartFax ™ is a trademark of j2. CCH Axcess Portal was designed from the ground up to take optimal advantage of an online environment while ensuring the privacy of your clients' files. The account you create can be used to access your benefit information each time you return to this site. CCH Axcess Portal Note: If you do not see a new window, click here to proceed. More files. It is not intended to be, and should not be construed as, advice, legal or otherwise. Published: 08/01/2014. Mitigate risk, support client privacy and gain a competitive edge by delivering better client service. To achieve this type of success, follow this advice from CCH Axcess Portal customers:. com is unavailable. If you have used our previous portal application, much of the functionality will be familiar to you, but we think you will find the new portal easier to use. Global aXcess slashes the cost of direct integration by up to 90%, saving merchants $30,000-$90,000. 4/CCH Client Axcess 2. For customers using CCH Axcess Portal integrated with either CCH Axcess Document or ProSystem fx Document, 2-Step Verification will be available starting in November 2017. The Axis device and the client computer must be on the same subnet/network segment. User Settings. CCH Axcess Portal Online Tax Organizer Skip to main content Private Client Services; Client Logins. CCH Axcess Portal Client User Guide Last Updated: 12/18/2013 This document is intended for CCH Customers licensed to use CCH Axcess Portal. Axxess | Copyright © 2008 - 2016 | All Rights Reserved | Dallas, Texas | Copyright © 2008 - 2016 | All Rights Reserved | Dallas, Texas. Call us - 973-448-3960 Fax us - 973-448-3962 Skype us - lyle. RubinBrown Client Portal User Guide | 7 Add Files to Portal 1 3 4 2 Steps to Add Files to Portal On the Portal Home page: Add Files 1. We manage your work requests 24/7/365, both through our state-of-the-art call center and this online portal. Get started with Axcess Staffing Services. It is not intended to be, and should not be construed as, advice, legal or otherwise. ROSE PKWY STE 214 HENDERSON, NV 89074. Linking Tax Clients to Portals. Release 2016-3. Assigned employees to specific duties to best meet the needs of the store. leonard Email us - [email protected] Access Mobile Version. If you have any questions, additional information is available on CCH. CCH iFirm Client Portal enables you to: Securely share documents within your office and with your clients. CCH Axcess Portal provides a secure location for exchanging files with your customers. CCH Axcess Portal Note: If you do not see a new window, click here to proceed. We are a growing CPA firm located in Annapolis, Maryland offering a full range of accounting, tax, and business consulting services designed to help our clients achieve success. AccountantsWorld Cloud Cabinet Client Portals; CCH Axcess Portal; If you offer payroll services to your clients, you will want to have a portal available where clients and their employees can. Join our team as a Tax Consultant – we offer the flexibility to work from home as needed! Candidates in the DC/Maryland areas preferred. All Files; Learn the Basics. We manufacture rubber threshold ramps, wheelchair ramps, and now level shower inserts. 5 - PROD01_MLI (Build MLI. Get started with Axcess Staffing Services. The portal can be utilized as a stand-alone. CCH Axcess Portal is suitable for firms of any size. The Portal Admin user will be the only user that exists initially. Client Axcess is a secure web-based portal that allows us to share sensitive, important documents with you in a safe and secure manner. and may be monitored to ensure proper operation, to verify the functioning of applicable security features, and for other similar purposes. American National Insurance Company provides multiple-line insurance coverage including group and individual life insurance,group and individual annuities,property and casualty, group and individual health insurance, mutual funds,credit life insurance and universal life insurance. See the complete profile on LinkedIn and discover Mike’s connections. Search "CCH Client Axcess" in the Apple® App Store or the Google® Play Store. Change Address. 4/CCH Client Axcess 2. 13+ years of experience in the media industry (print, audiovisual, digital), content creation, social media, digital marketing and influence marketing, with a record of success in developing strategies for personal and commercial brands to increase online presence and awareness. User Settings. edu email and calendar. Release 2016-3. The Portal Admin is the primary user for each Client Axcess portal. Axcess is one of the country’s fastest-growing office furniture dealerships. CCH Axcess™ Portal/CCH Client Axcess Welcome to CCH Axcess Portal 2018-4. It feels like their whole software suite was built and coded in the 90s and they've never bothered to refresh it for advances in interface design, functionality, or computer processing capacity. CCH Axcess Portal was designed from the ground up to take optimal advantage of an online environment while ensuring the privacy of your clients' files. use the CCH Axcess Secure Client Portal for transmitting confidential tax and financial information with each client. Call us - 973-448-3960 Fax us - 973-448-3962 Skype us - lyle. Remember Me. clientaxcess. Serial Number And Rating Label Location The serial number and rating information for this product is located on the front. Welcome to the CoWorx Staffing On-Line Application Home Page. Important: This topic is specific to the version of Portal that integrates with Document. Responsible for allocation of necessary equipment to ready client’s orders to be shipped or picked up. Brightspace (D2L) is ACCESS Virtual Learning's online learning environment. Portal Instructions To login to Portal, launch your internet browser and browse to https://porta. SmartFax ™ is a trademark of j2. All Rights Reserved. To best support our clients’ success, we offer an advanced web-based platform to deliver our accounting services in the most productive, cost-effective manner. Facebook LinkedIn Client Axcess. For customers using CCH Axcess Portal integrated with either CCH Axcess Document or ProSystem fx Document, 2-Step Verification will be available starting in November 2017. Axcess is one of the country’s fastest-growing office furniture dealerships. Developing a simple database client solution using Microsoft Access a simple database client solution using. In Dynamics AX 2012, the administrator can choose to enable client access log at the user level and the user actions (like form open, close) will be recorded in a new table called SysClientAccessLog. © 2019 j2 Global, Inc. • The Portal Admin is the primary user who has access to the portal. Create Client Axcess Portal Users Continued: Assign Portals to a Portal User Assign a Portal User to a Client Axcess Portal 1. dialog, select the Portal navigation item. com; Welcome to SafeSend. 5 release of CCH Axcess Portal and the 2. Important: This topic is specific to the version of Portal that integrates with Document. Client Name Submit 10/08/2019. We're hiring a in Saco, ME. Our Axiom D7 Axcess Program provides real time scheduling, in progress work and completion updates to our wide range of clients. Organization Short Name: * User ID: * Password: * Forgot your. Logging in to CCH Axcess Portal/Client Axcess 1 Select an option to receive the security code. If you have any questions or issues related to the portal, please email Meg Beditz or call 212-245-5900. Axcess Staffing is located at 440 Goodys Ln, Knoxville, TN and Axcess Staffing operates in the Staffing industry. × the silverlight plugin is disabled in mozilla firefox. If you have any questions, additional information is available on CCH. ProSeries Professional integrates with Intuit Link, which is a client portal solution. (“ADP”) (or, if applicable, through your Employer’s third party outsourcing service provider) is providing the information and services on this site (the "Site") under the following terms and conditions (the “Terms”). Setting Portal Access and Security Options for Client Portal Users. To get the full benefit from this website, please create an account using your PIN. Any damage which is caused by inappropriate use will not be covered under the warranty. 4/CCH Client Axcess 2. 4 April 2017 CCH Axcess™ Portal/CCH Client Axcess Welcome to CCH Axcess Portal 2016-3. CCH Client Axcess Video Tutorial (Portal) 212 North Sterling Street. For questions regarding portal, please call 213. Define JEE products and IBM products (Portal, WAS, Data Stage, DB2) to use in the Software Factory. leonard Email us – [email protected] Drake, CCH Axcess, and UltraTax. CPA Exam Review › CPA Exam Forum › Big 4 Firms, Accounting Careers, & CMA › Accounting Careers (Public/Private/Industry) › CCH Axcess Down This topic contains 1 reply, has 2 voices, and was last updated by June 5 months ago. Both types of email contain a hyperlink which your client can click to visit The Portal, and view the listing information you prepared for them. Our firm is based on the use of cutting-edge technology. As a DP&C client, you have access to the ability to exchange information securely through our client portal powered by CCH Client Axcess. Ideal for storing equipment and tools, the Axcess 6500 uses sensor-based technology to accurately manage stock and minimise loss. This article is the second step in the series Push data into a Power BI dataset. uses BiP Solutions' e-notice service Project, for placing EU and non-EU public notices, and facilitates the publication of these notices immediately on this procurement portal giving suppliers instant access to. (“ADP”) (or, if applicable, through your Employer’s third party outsourcing service provider) is providing the information and services on this site (the "Site") under the following terms and conditions (the “Terms”). CCH Axcess™ Portal/CCH Client Axcess Welcome to CCH Axcess Portal 2018-3. ” Randall L. Online Access: Two-step Authentication login video. Wolters Kluwer enable legal, tax, finance, and healthcare professionals to be more effective and efficient. Michigan Avenue Suite 1700 Chicago, Illinois 60611 T. Initially, only the portal you are logged in to displays, check the Grant Access box to allow access to this Portal. Parts Sales Manager Autozone | Anniston AL. 5Jaynes, Reitmeier, Boyd & Therrell P. To achieve this type of success, follow this advice from CCH Axcess Portal customers:. Login - mysharesafe. Microsoft Access 2013 has been updated with significant changes. Once an in-charge accountant has demonstrated an ability to understand and appreciate all phases of the engagement process and demonstrates qualities of leadership and organization in a limited supervisory role, the Firm offers an alternative career path. 0 This bulletin provides important information about the 2016-3. This exceptional, high touch service will create a positive experience that will leave your travel clients truly impressed. Axcess Staffing is located at 440 Goodys Ln, Knoxville, TN and Axcess Staffing operates in the Staffing industry. The Portal Admin may perform all portal-related functions, create other Portal Users and control access by other Portal Users. Choose how to receive the one-time passcode: Email. Tenga en cuenta que la p gina que ha seleccionado est disponible s lo en ingl s. We're hiring a in Saco, ME. This video shows how to create a new portal using the stand-alone version of CCH® Client Axcess. The Portal setup tasks that you can perform in Administration Manager depend on whether your firm also licenses Document. Deliver exceptional client service with the ability to: Provide secure and convenient access to client tax returns and information. Axcess Point LLC 850 Clark Dr Mount Olive, NJ 07820. Axxess is a home healthcare technology company, providing a complete suite of cloud-based software solutions, empowering healthcare providers with solutions to make lives better. See the complete profile on LinkedIn and discover Zenaida’s connections and jobs at similar companies. Our Value Proposition. If prompted, find your account by entering your email, phone, username or full name and click Search. Allstate exclusive agents, agency staff and exclusive financial specialists: Use the link to login: Agency Gateway : MBA, Broker Dealer and Financial Institution Division Agents: Use the link to login: se2 Variable Annuity : All others: Access to www. The Portal Admin is the primary user for each Client Axcess portal. Using the Recent Client. Please login to our RunPayroll platform to securely access your company's account to process payroll and/or access payroll information and reports. We would like to show you a description here but the site won’t allow us. Client Portal We are pleased to announce our recent implementation of a new future-ready client collaboration solution, CCH® Client Axcess. The Portal Admin is the primary user who has access to the portal. Login - mysharesafe. The code will be sent to the email address associated with your user login. - 1806 Highway 35, Oakhurst, New Jersey 07755. Enter the case-sensitive characters in the Secure Code box. Initially, only the portal you are logged in to displays, check the Grant Access box to allow access to this Portal. If your firm licenses this module, you can add a link to the login page on your website. Unhappy place - avoid if possible. Box 130394. 2017 Annual Report; 2016 Annual Report; 2015 Annual Report; 2014 Annual Report; 2013 Annual Report; 2012 Annual Report; 2011 Annual Report; 2010 Annual Report; 2009 Annual. Family Office and Tax Services. Learn more about CCH Axcess Practice. Click Here for a Printable Version. We utilize Client Portal for safe, secure, simple file sharing. À l’aide de Visual Basic pour Applications, automatisez les processus métier et créez des formulaires et rapports plus utiles. 2-Step Verification will be available in late July 2017 for customers using the "Standalone" version of CCH Axcess Portal and CCH Client Axcess. It is a "client facing interface" that works on any browser or mobile device, and provides the basic functionality available in Portal (file upload to accountant, download from accountant). Ideal for storing equipment and tools, the Axcess 6500 uses sensor-based technology to accurately manage stock and minimise loss. To learn whether these changes had a significant impact on tax professionals, Taxing Subjects surveyed more than 5,000 preparers. Client Axcess is basically the "next step" for Portal. Thank you for visiting our website. Online Tax Organizer. Features and Benefits. Fill in the remainder of the Portal management options. A portal, is a place where files can be uploaded, downloaded, stored and shared in a safe CCH Axcess Portal Client User Guide - Simplified User Interface. [05:18] i wish i could get suspend to work [05:18] hischild, the one for the client or client range which is allowed to access the share [05:18] Svenstaro, alright, done [05:18] xb3rt: click "Organize Bookmarks" in the Bookmarks menu. Welcome to a better experience. If you have any questions or issues related to the portal, please email Meg Beditz or call 212-245-5900. Community Code: Remember. has sued Avigilon, Genetec and ACTi, among others for patent infringement. and may be monitored to ensure proper operation, to verify the functioning of applicable security features, and for other similar purposes. Call us - 973-448-3960 Fax us - 973-448-3962 Skype us - lyle. Customers are the driving force in all that we do. 13+ years of experience in the media industry (print, audiovisual, digital), content creation, social media, digital marketing and influence marketing, with a record of success in developing strategies for personal and commercial brands to increase online presence and awareness. State Street | Sycamore, IL 60178 | P: (815) 991-9380. Address 2520 ST. Spring, TX 77393. CCH Axcess Portal Online Tax Organizer Skip to main content Private Client Services; Client Logins. Smithson CPA, LLC. 4 release of CCH Axcess Portal and the 2. We're Hiring! View additional information and apply online today to become a Recruiter - Mechanicsburg, PA in Mechanicsburg, PA. Initially, only the portal you are logged in to displays, check the Grant Access box to allow access to this Portal. If your firm licenses both Document and Portal, then you can configure Portal in Administration Manager. RubinBrown Client Portal. View Terms. 4 April 2017 CCH Axcess™ Portal/CCH Client Axcess Welcome to CCH Axcess Portal 2016-3. That's why last summer we added an optional 2-Step Verification feature to protect Portal data. Axxess | Copyright © 2008 - 2016 | All Rights Reserved | Dallas, Texas | Copyright © 2008 - 2016 | All Rights Reserved | Dallas, Texas. La p gina se abrir en una nueva pesta a o ventana. He has almost twenty years of public accounting experience providing services to a diverse mix of clients: construction contractors, real estate developers, dealerships, retailers, professional services firms, and even a videogame developer/publisher. With a majority of our owners and staff being military veterans, we know how to get the job done, and done right the first time. ” Randall L. Organization Short Name: * User ID: * Password: * Forgot your. CCH Client Axcess Video Tutorial (Portal) 212 North Sterling Street. 5Jaynes, Reitmeier, Boyd & Therrell P. This video explains how clients set up as Portal Administrators in CCH Axcess™ Portal can setup additional users for their Portals. As a valued client of CPA Consulting Group, you get a secure, password-protected portal to store and access your important financial documents—tax returns, financial work papers and accounting database—from anywhere at anytime. [email protected] Agent is responsible for supplying their own furniture; desk with lockable drawer or separate lockable file cabinet, chair, document shredder, smoke detector in proximity of work area, and fire extinguisher; [email protected] Agent must complete Flexible Work Arrangement Application and Agreement. For questions regarding portal, please call 213. • The Portal Admin is the primary user who has access to the portal. My Order Status. CCH Axcess Tax Tax preparation, compliance and workflow solution specifically built for the cloud. You may email listing information to your clients in two ways: manually or automatically. CCH Axcess Portal provides a secure location for exchanging files with your customers. The control field to enable or disable this feature is added to UserInfo table. LSWG's Client Portal is a convenient electronic storage space in which files can be effortlessly uploaded, downloaded, and/or stored, while maximizing the security of sensitive information. We have detected you are using an incompatible browser. ProSeries Professional integrates with SmartVault for electronic file sharing. Click here to access the Almac Gateway. Certified Public Accountants & Business Consultants Portal User Guide | Portal Overview Video. For you, that means around-the-clock access to your financial documents. com mysharesafe. A secure client portal with the exact features you want.