WEIL & COMPANY LLP

CLIENT PORTAL

Weil & Company offers this Client Portal area to its clients to facilitate instant access to their documents—including tax returns, financial statements and other source documents.

KEY BENEFITS:
●  Access vital documents immediately from any location with internet access via a secure, private repository.
●  Organize documents electronically in cabinets and folders that mirror the way you store paper documents.
●  Easily upload document of all sizes without relying on an FTP server.
●  Designate files as Read-Only or Read/Write for easier access and greater security.

●  “Check out” documents to prevent other users from editing while they are being updated.
Maintain previous file versions in the document history.

Search, filter, and display documents by file type, title, creator, key word and more.

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WEIL & COMPANY LLP