Client portal
Fogler CPA provides clients with a Box portal for document exchange. Box’s own security and privacy terms govern that platform.
Security & document handling
Clear practices for financial information.
No system is risk-free. Our goal is to use established platforms, limit unnecessary access, and define how client information moves through the engagement.
Access and responsibilities
Access needs vary by engagement and are confirmed during onboarding. Clients should promptly report staff changes and remove access that is no longer required.
Account protection
Use strong, unique passwords and enable multifactor authentication wherever the selected platform supports it. Do not send sensitive financial data through ordinary email when a portal workflow is available.
Third-party systems
QuickBooks, payroll, banking, practice-management, and other providers maintain their own controls and terms. An integration does not eliminate the need for reconciliation and exception review.
See something that concerns you?
Contact Fogler CPA promptly at 916-500-0508 or matt@fogler.pro. Do not include passwords, bank credentials, or sensitive attachments in the initial email.
Open the client portal