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Harvey,
Lister & Webb Incorporated has introduced our new Client Portal as a service to our clients.
The Client Portal is a simple, secure method for uploading your accounting software data and other financial records directly to us. Using the portal means you don't have to worry about copying your data to disks, CDs, DVDs, or memory sticks.
To access the Client Portal, contact your Harvey, Lister & Webb accountant and request a user name and password. We will create an account for you and provide you with instructions on how to access the portal.
The Client Portal also allows us to provide copies of documents to our clients. If you need copies of tax returns, financial statements or other documents, we can add them to your portal so you can access them securely.
Contact us for more information at 250.492.8821
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