Client Portal

/Client Portal
Client Portal 2018-09-10T08:06:59+00:00
Aguirre, Greer & Co. values your privacy and guards your most trusted financial information.
As a valued client, you have the option of utilizing a secure, password-protected portal to store and access your important financial documents from anywhere at any time. This portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts, and very large QuickBooks files.

Already Registered?

Please use portal login on this page for immediate access to your secured documents.

Need to Register?

If you are using our portal for the first time, please register here.

Portal Login

Quick Access Without Registering

To send a file without creating an account use the SecureSend page.

How Does  Aguirre, Greer & Co.’s Client Portal Work?

This video highlights the features and functionality of our Client Portal. See how to use the SecureSend feature to quickly and easily send files to the secure portal environment. (View client portal security measures.)

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.

To send a file without creating an account use the SecureSend page.