You’ve probably heard us use the term “client portal” before. We may have even set you up with one. But we wanted to tell you a little bit more about the file-sharing application that we use at The Jones CPA Group. We call it the “Jones Pass,” and it lets you share your financial documents with us more quickly and securely than ever before.
Ease of Use
The best thing about having a Jones Pass is that it is quick and easy to use. We can help you get set up, and after that, it’s just a matter of you placing documents in your secure online folder. Whether it’s a W2 or a business expense report, we can access your documents instantly so that we can get work done for you with no delays.
Email is one of the easiest communication platforms to make confidential information accessible to those who would steal or misuse it. Email messages simply don’t have the necessary levels of encryption you need to keep your information safe and secure.
With your Jones Pass, your information is encrypted when it is placed into your online folder, and only you and the accounting experts at The Jones CPA Group can access it. You never have to worry about your documents being intercepted, or accidentally sending confidential information to the wrong email address. Your information is secure and protected at all times.
We know you’re on the move a lot, and you may not have time to get to a computer to send us the information we need. That’s why we’ve made sure Jones Pass is fully compatible with your mobile device. No matter where you are, you can add files to your online folder right from your phone or tablet, and we can get instant access to those documents.
Jones Pass is powered by Net Client CS, so if you want to have mobile access to your online folder, all you have to do is download the Net Client CS mobile app, and enter your Jones Pass login credentials. If you don’t have a Jones Pass yet, just give us a call and we can set you up.
Our CPA firm may be in Utah, but with technology like Jones Pass, we service clients across the country and around the world without having to worry about unsecure or inefficient means of sharing files, like email or FedEx. No matter where you are, with Jones Pass, we can still get the job done for you.
If you have questions about Jones Pass, give us a call or stop by The Jones CPA Group in Orem. We can get you set up so you can start securely sharing your documents with us right away.