Davidoff & Associates, an Alexandria VA tax and accounting firm, offers all of our current and prospective clients an opportunity to exchange files with us via a Client Portal, a secure SSL encrypted area. We realize that not everyone feels comfortable e-mailing files to us. At the same time, a lot of our clients may not have time to physically visit our office, or they may not be geographically close. The Client Portal is the perfect solution… just scan your documents and upload them on your client page after logging in. We will in turn make all deliverables available on your page as well… tax returns, client forms, analytical files, etc.
Please watch this short instructional video to understand how to work with the Client Portal.
In order for you to take full advantage of the functionality the Client Portal offers, please register on our site. If you are already registered and request an access, we will grant you access to Client Portal as long as you provide the last 4 digits of your SSN or FEIN.