If you haven’t set up your own client portal yet, here are the advantages:

  • Safe and secure data exchange
  • Access to your tax return from anywhere with Internet access
  • Help for the environmental (less paper)
  • A great time-saver

Clients who have been using the portals say having their tax return in one place made refinancing much easier because now they can email tax returns directly to the bank.

Contact Marshelle today at 317-549-3091 to set up your portal today.