RMBCPA Secure Firm Portal
As a valued client, we provide you a secure, password-protected portal to upload and download your important tax and financial documents, to and from our firm from anywhere at any time.
Whether you're at work, at home, or on vacation, you always have access to this portal.
This portal will allow us to work together efficiently by securely exchanging working documents, scanned receipts, and very large data files.
Check out this video to see the portal in action. See how to use the SecureSend feature to quickly and easily send files to the secure portal environment. (View client portal security measures.)
To start using the client portal please log in above or register here.