Client Center

Client Center

Access your files with our secure, online document sharing application. Click here to enter your username and password.

Access your files with our secure, online document sharing application. Click here to enter your username and password.

 

About Client Portal

Portal is a simple and easy to use Web application that facilitates secure file transfers and continued access between Anderson & Reed, 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 Anderson & Reed LLP’s record retention and portal use policies.

System Requirements

  • Portal relies on the Microsoft Silverlight 3 platform and a user may be prompted to install Silverlight from Microsoft’s website the first time they login. The install is completely safe and typically takes less than a minute and just a few clicks.

 

  • Portal will support all browsers on PC and Mac that are compatible with Microsoft Silverlight 3.

 

  • A complete list of browsers and operating systems that support Silverlight 3 can be found at

            http://www.microsoft.com/silverlight/get-started/install/default.aspx

 

  • Mac computers with Intel processors are able to access Portal.

 

  • If you are a Mac user, browse to the link below to verify your computer’s processor type.

          http://support.apple.com/kb/HT1531