Skip to content

certified public accountants and consultants.
Caring People. Shaping Futures.™

Portal Access and Instructions

Portal Login and Instructions

 

Download Instructions Below:

BCG&Co. Client Portal Instructions for Portal User

BCG&Co. Client Portal Instructions for Portal Administrator

 

BCG&Co. places a high regard on the security of your important documents. In order to keep this information secure and make it easily accessible to our clients around the clock we have implemented the use of secure client portals.

Highlights of a Secure Client Portal: 

  • Send and receive files (e.g. tax returns, extensions, estimates, financial statements and audit schedules)
  •  Download and print needed files at your convenience 
  •  A secure way to transfer personal client information, as compared to regular email
  •  No more waiting for the snail mail to arrive, just log on, click and print
  •  And most of all, it's easy to use.

Please contact your BCG&Co. advisor with questions.