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Online Portal Proves Helpful for Clients

February 28, 2012
Since its launch several months ago, clients of Terry Lockridge & Dunn have found the use of our online portal to be beneficial, allowing secure and efficient transfer of files.

Portals are convenient electronic storage spaces in which files can be effortlessly uploaded, downloaded and stored, while maximizing the security of sensitive information. With Terry Lockridge & Dunn’s Client Portal, you have file exchange capabilities that make it easy for you to securely deliver and receive documents, facilitating communication and supporting the upload of even the largest files.

You’ll experience unmatched convenience through instant access to your documents — including tax returns, financial statements and personal documents. Our Portal helps you: 

    -Access vital documents immediately from any location with Internet access via a secure, private repository 
    -Organize documents in electronic folders, making things easy to find 
    -Easily upload documents of all sizes, saving you a trip to the office or the cost of mailing a package 
    -Maintain previous file versions in the document history 
    -Search, filter and display documents

Our Client Portal allows you to share PDF files, Web pages, hyperlinks, spreadsheets, diagrams, Word documents, PowerPoint presentations and financial software data files, among others. For example, you can now upload QuickBooks files to the Portal.

It’s easy to start using our Portal. Just call or e-mail Rosie Wolf, 319-364-2945 or 319-339-4884, rwolf@tld-inc.com, to have an account set up for you or your business.
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