CLIENT PORTAL
Secure Document Access for Lamas CPA Clients.
Use the Financial Cents Client Portal to securely access your client workflow and upload requested tax and accounting documents.
Use the Portal for Sensitive Documents
Tax returns, W-2s, 1099s, bank records, IRS correspondence, identification documents, and other sensitive information should be exchanged through the secure Financial Cents portal rather than ordinary email or website forms.
Upload Requested Documents
Submit records securely through the portal when Lamas CPA requests information for your engagement.
Keep Information Organized
Use the portal to keep requested items and engagement workflow separate from ordinary email correspondence.
Need Help Accessing It?
Contact Lamas CPA at Victor@lamascpa.com or (817) 450-3821.
Not a Client Yet?
The Financial Cents portal is intended for current or engaged clients. If you would like to discuss becoming a client, schedule a consultation first.
Lamas CPA 