Secure Client Portal
The Schell & Hogan, LLP Client Portal is the main
way for our
clients to securely upload necessary documents directly with the firm.
This secure portal is to be used in lieu of sending
documents via email, which Schell & Hogan, LLP's
staff deems unsafe due to modern security concerns.
Documents you may upload via the portal may include:
- Profit & Loss (P&L) statements
- Tax Forms
- Payroll Stubs
- Property Tax Documents
- And Others
You may also use the client portal to download documents such as a current tax form to fill out, and past tax forms for personal or business finances, as well as W-9s.
For submissions, we accept QuickBooks, Quicken and PDF Document files. When sending documents, please send them as a multi-page PDF (as opposed to many individual files).
To send documents captured using your phone or tablet, please convert or capture as PDFs. Not sure how to capture as a PDF? Use CamScanner or other mobile scanning app to ensure the best quality and accuracy. For instructions on creating multi-page PDFs with CamScanner, view this video on YouTube.
If you have difficulties accessing or using your Client Portal account, or would like to request a Portal Login, please contact us at 912-638-9031 and ask for Scott Stabb.
NOTE: Client Portal works best with the Chrome internet browser.
Don't have an account ?
Request a Portal Login here