Client Portal Login
Access your secure client portal to view financial documents, tax returns, and communicate with your Schapira CPA team.
Secure Client Portal
Enter your credentials to access your financial documents and communications
Portal Features
- Secure document sharing and storage
- Schedule appointments with your CPA
- Access financial dashboards and reports
- Download tax returns and financial statements
System Requirements
- • Modern web browser (Chrome, Firefox, Safari, Edge)
- • JavaScript enabled
- • Cookies enabled
- • PDF viewer for document access
For the best experience, ensure your browser is updated to the latest version.
Mobile Access
Mobile Portal App
Access your financial documents and communicate with your CPA team on the go with our secure mobile app.
Mobile Security
Our mobile portal features enhanced security to protect your sensitive financial information:
- • Biometric authentication (Face ID/Touch ID)
- • End-to-end encryption for all communications
- • Automatic session timeout
- • Remote data wipe capability
Frequently Asked Questions
How secure is the client portal?
Our portal uses bank-level 256-bit SSL encryption, multi-factor authentication, and secure data centers to protect your information. All data is encrypted both in transit and at rest.
How do I upload documents?
Once logged in, navigate to the "Documents" section and click "Upload." You can drag and drop files or use the file browser. We accept PDF, Excel, Word, and image files.
What if I forget my password?
Click the "Forgot password?" link on the login page. You'll receive an email with instructions to reset your password. For security, password reset links expire after 24 hours.
How long are documents stored?
We retain your documents according to our document retention policy, typically 7 years for tax documents. You can download and save copies of your documents at any time.
Need Portal Support?
Our client support team is available Monday through Friday, 8am to 6pm EST to assist with any portal access or technical issues.
Ready to Get Started?
Log in to your secure client portal to access your financial documents, communicate with your CPA team, and manage your manufacturing business finances.
Access Client Portal
