NEW SECURE CLIENT PORTAL FOR 2026
We recently acquired new accounting management software from FIRM360 enabling us to build even better client relationships. Our new software provides a secure client portal designed to provide a secure place to exchange documents and sensitive information while offering robust protection for your financial data. Our new firm software undergoes an extensive third-party security audit annually to certify our SOC 2 Type II compliance, ensuring the highest level of security available.
To access our client portal visit: https://mentorcpa.client.myfirm360.com
Below is a video link with a brief overview of the client portal.
https://www.loom.com/share/3749817be07b4292bd889b3e6bb8ae79?sid=0b64bfcf-35ea-4aa0-8c0d-a0c1d3e5b3bc