ResourcesSecure Client PortalThe client portal is a secure method to transfer files back and forth between Shriver & Company and our clients. Enter your email address and password to access your secure client portal. If a portal has not been created for you and you would like one created send an email to This email address is being protected from spambots. You need JavaScript enabled to view it.
Express Upload - Use the window below to conveniently and securely upload files to us.
Electronic file storage considerations - The widespread use of technology to conduct personal and corporate business have resulted in an increase of electronically stored documents. Below are some things to consider when storing your sensitive information (i.e. tax returns, financial statements) electronically.
Frequently Asked QuestionsHOW SECURE IS MY DATA? The Client Portal uses 256-bit Secure Socket Layer (SSL) encryption with password protected access. SSL is the standard for online banking and other secure transactions. Files are encrypted before being passed over the internet and while being stored on the Client Portal. The Client Portal also requires strong passwords to gain access - all user passwords must be at least 8 characters long and contain at least one letter and one number. WE ALWAYS USED EMAIL BEFORE, WHY IS THE PORTAL BETTER THAN UNSECURED E-MAIL? E-mail is convenient, however file attachments are not encrypted, meaning if someone were to intercept your message they would have access to your sensitive data. As a result many states have prohibited sending documents containing Social Security Numbers via unencrypted email. As mentioned above the Client Portal encrypts files for transmission over the internet as well as while being stored on the Client Portal. The Client Portal allows any-size file to be uploaded, this is not the case with most e-mail clients. While many will allow files of around 5 MB in size, most e-mail systems will reject files that large. Some examples of large files include QuickBooks files, Peachtree backup files or 300 page PDFs of tax returns and supporting documents. HOW LONG IS MY DATA STORED? HOW DO I KNOW WHEN A FILE IS AVAILABLE? HOW DO I ACCESS THE CLIENT PORTAL? Federal law requires you to maintain copies of your tax returns and supporting documents for three years. However, if the IRS believes you have significantly underreported your income, or believes there may be indication of fraud, it may go back six years in an audit. To be safe, use the following guidlines:
Click to download a PDF version of the business records guide Business records to keep for one year
Business records to keep three years
Business records to keep seven years
Business records to keep permanently
Personal records to keep for one year
Personal records to keep for three years
Personal records to keep for seven years
Personal records to keep permanently
With our commitment to provide you with the highest level of service we have assembled a variety of important resources to assist you in today's complex business and regulatory environment. You will find links to our current and past newsletters, a listing of important tax due dates, a records retention guide, links to our remote administration application and secure client portal. Current Newsletter - Contains the current monthly newsletter as well as links to an archive of past and special edition newsletters Tax Due Dates - Calendar of upcoming tax due dates Record Retention Guide - Provides recommended retention period for common personal and business records Remote Access - Enables us to gain access to your computer to assist in troubleshooting, training and for transferring large files Secure Client Portal - Information and access to our secure client portal |
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201 East Fifth Street, Suite 1100 Cincinnati, Ohio 45202 | Phone: 513-241-1149 | Fax: 513-241-1163 | Email: info@shriverco.com