Cottrill Arbutina’s secure client-only web portals give clients ultra-convenient, 24/7 access to online databases containing the totality of their financial picture. Log in now.

Using this services is as simple as getting online, accessing a website, clicking on the client sign-in link and entering a personalized ID and password. Clients then enter their own private and secure portal to take advantage of the most advanced online services available.

Information available in these databases might include historical records such as past years’ tax returns and day-to-day information such as investment accounts. This might also involve accessing documents and software, transferring data and conveying information.

Depending on a client’s needs, services might include:

• Account aggregation – brings together financial information from a variety of sources into a single location, making it easier to view and analyze their total financial holdings.
• Client bookkeeping – check writing, payroll, accounts payable and receivable
• Remote payroll – data entry and check printing
• File exchange – a secure means of immediate, secure sharing of files and information.
• Document presentation – the ability to view tax returns and financial statements.