What is a Portal?
At Gerber, Anderson, Mark we believe that our clients' success is our success. That's why we go above and beyond to provide the highest quality accounting services that help our clients achieve their financial goals.
The client portal is a complimentary tool we provide for our clients. The portal is a secure, private online platform that allows our clients to share information and documents with our firm. It features document uploading, secure messaging, and a personalized dashboard. On this dashboard you can access the digital copies of your tax returns with a retention period for up to 7 years, access your gather request, and more.
