Each client of Shilts CPA is provided their very own OfficeTools Client Portal. On this portal, you can access the client copies of your documents and invoices, pay your invoices, and upload files to us 24/7.
This tool is a secure means of uploading your documents to a temporary folder online without having to create a user login or password.
Need Some Help?
Please watch our brief instructional video below to learn how to use these services to share files with us.