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Portal is a simple and easy to use Web application that facilitates secure file transfers and continued access between Cerini & Associates, LLP and our clients.  For our clients, Portal is a web-based interface that only requires the installation of Microsoft Silverlight for use.

Your Portal User ID and login information will be provided via email.  All documents made available for continued access such as a tax return or financial statement will remain on your portal for a stated period of time in accordance with Cerini & Associates’ record retention and portal use policies.

Contact Joya Richards, Lead Tax Administrator, or Gina Cagna, Lead Audit Administrator, with any questions or to setup your Portal today!

For a PDF version of the User Guide of the Portal Client, click here.