Client Portal
Personal Clients Portal - CCH iFirm
This portal is primarily used for personal tax clients to safely and securely load any documents required to complete your personal tax returns. It is also directly linked to Taxprep for Crowe BGK to load completed returns and supporting documents directly to this portal for clients to sign documents electronically in a simplified and secure way.
Corporate Clients Portal - ShareFile
This portal is primarily used to exchange documents safely and securely between corporate clients and Crowe BGK. Clients have the flexibility to load large files and/or folders and have several corporations tied to one portal. Crowe BGK can manage folder permissions based on our clients’ preferences. This portal also serves to have documents signed electronically in a simplified and secure way.