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Client Portal

Your privacy and the security of your documents is very important to us.  In order to keep your information secure while enabling transmittal of documents 24 hours a day, we have implemented a secure client portal. 

How It Works

Schulte & Company CPAs will provide you with a username and password.  After you receive your username and password, you will use them to send and receive information with Schulte & Company CPAs.  Whenever we send you a file, you will receive an email notification that a document has been sent to you.  Whenever you send us a file, you will receive and email notification when we retrieve it.  Files are encrypted and we can add expiration dates to ensure old data is removed.

If you have been supplied a username and password, click the link below and log into your client portal area.

 

 

All communications between our firm and the user are encrypted using the Secure Socket Layer (SSL). This is the same functionality used by banks and popular e-commerce services for secure communication. We also store your files encrypted when they are at rest on our servers, adding an additional layer of security. To protect against data loss, our servers are equipped with technology that automatically mirrors all data in real-time to two separate locations. Regular incremental and full backups of all system data are performed, including off-site data backups stored in two separate secure physical locations, to protect against almost all disaster scenarios.