Portal Services Now Available to Clients

MRSB is pleased to offer CCH Portal for secure online document and file sharing

Ensuring a secure, confidential and trustworthy experience for each of our clients is paramount at MRSB. In today’s world of fast-paced technology and heightened security risks, the need to balance convenience with safety has never been greater. Email is increasingly seen as a less-than-optimal tool for electronic document transfer, even though it is often the easiest and fastest route.

We are pleased to now be able to offer our valued clients a new, secure way of sharing confidential documents with our team – CCH Portal. This innovative solution is a web-based application where files can be uploaded, downloaded, stored and transferred to and from clients, with instant access from any location with Internet access.

By using CCH Portal you will be able to share PDF files, Web pages, Microsoft Excel spreadsheets, PowerPoint presentations and financial software data files with ease. For instance, upload your Sage or Quickbooks files to the Portal and eliminate the need to exchange DVDs or paper copies with our team. CCH Portal can make your income tax returns, monthly financial records and other transactions quicker and easier.

Click here to be directed to our subscription page to sign up for this service. There will be no additional cost to you and you can opt out at any time if you find you prefer your previous method of file sharing.