Carlini CPA, PLLC of Indian Trail, NC implements Portal Safe

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Portal Safe is a way to securely transfer documents and files from the client to the accounting firm.

carlini cpa implements Portal Safe into their business

Carlini CPA, PLLC

Portal Safe is a system in the cloud that allows clients (and Carlini CPA) pass documents back and forth effortlessly and securely.

Carlini CPA, PLLC is a full service Accounting firm serving Indian Trail, Monroe, Matthews, Charlotte and surrounding areas. The company has over 25 years of experience in the field of accounting. This company provides assistance in making informed decisions about finances. Client service is a priority as they prepare individual or corporate tax returns for their clients.

Portal Safe is a system in the cloud that allows clients (and Carlini CPA) to pass documents back and forth effortlessly and securely. Jeff Carlini of Carlini CPA, PLLC says, “We have implemented a secure portal system to make collaboration with our clients easy and to stay on the cutting edge of technology to deliver a better client experience.”

Carlini CPA strives to provide the highest level of client service. They want to be a business partner to their clients and will take the time necessary to understand clients and their business to serve them better. Carlini CPA feels that by getting a new portal system this will help them do so.

Carlini CPA, PLLC is a CPA firm located in the Charlotte region that provides Audit, Bookkeeping, Tax, QuickBooks and Business Consulting Services. Mr. Jeffrey Carlini, CPA, CFE states, “We value our clients immensely, take a personal interest in understanding their business and celebrate their successes”. Visit their website at http://www.carlinicpa.com.

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Jeffrey M. Carlini
Carlini CPA, PLLC
+1 (704) 604-2101
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