Dont forget to setup your account!!
The new website has many new benefits, one main one is the client portal. Here you can upload documents to our firm, use our calculators and most importantly download your prior year tax returns and other documents and work we have done for you. To setup your account:
- Under "Resources" select "Client Portal"
- At the bottom of the page click "Register here"
- Follow the instructions and complete the setup
Once you have registered about 24 hours later your documents are uploaded from our servers. All very secure and for your eyes only. If there is a document you do not see, just let us know and we will make sure it gets in.
Stay tuned for more blog posts on the other benefits of the new website and the new programs we are starting at Ragain Financial!
