News and Events

Trends in Online Giving Trends in Online Giving Read More

Quick Books Series #4: Year-End Closing Lunch & Learn Series Read More

External Newsletter January 2012 External Newsletter Read More

Contact Us

Portal Power

Image 1

 

Portal Power allows a client to access their tax information via a secured website. Once a document is published, access is instantaneous. PortalPower is faster than regular mail and more secure than e-mail.

With Portal Power, we no longer need to mail paper copies of tax returns, saving paper and fees. The client can access their tax return in PDF format at any time, and can save, print, or e-mail the return whenever they want.

 

At SingerLewak, we respect your privacy. We collect nonpublic personal information about you that is obtained only with your authorization. For all clients (current and former), we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees and, in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared.

 

We retain records relating to the professional services which we provide so that we are better able to assist you with your professional needs and to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards. Our decision to include the GoFileRoom features in PortalPower complies with our strict privacy guidelines.

 

If you have any questions regarding your privacy, our professional ethics, or the ability to provide you with quality financial services, please contact us.