Document Management User Guide

My Client Portal:

Personal, Private, 24/7 Online Accounting Services

Save time and get the information you want, when you want it. "My Client Portal" is the smart, simple and secure choice, and it's available from Cottrill Arbutina.

Smart - Taking care of your accounting needs should not take over your life. Between work, family and all of life's demands, Cottrill Arbutina understands that finding time to contact or visit our office may seem impossible. Now clients can visit us 24/7 for the services you need via our website -- from anywhere you choose -- through your personal, private My Client Portal.

My Client Portal frees up your time, so you can get what you need quickly from us, and focus on keeping your business competitive -- rather than waiting for phone calls, emails, files or faxes. Now that's smart, and real time savings.

Simple - Whether you're busy running your business, or running to keep up with a busy schedule, time is one of your most valuable assets. Your personal, private portal on our website provides you with instant, 24/7 access to your accounting and financial information online -- any time, day or night -- from anywhere you have an internet connection.

My Client Portal is easy to use. Simply visit www.CottrillArbutina.com and:

• Click on the "Login" link on the "My Client Portal" icon.
• Log in using your personal ID and password.
• Use your online accounting services.

Secure - If you are investing or banking online, then you already are familiar with using web-based portal technology. My Client Portal allows you to take advantage of the same technology that banks and other financial institutions use, to give you around-the-clock, online access.

When using your personal My Client Portal, your work is in the most secure location available -- a Class-IV, IBM-certified data center, one of the 20 largest data centers in the world. The data infrastructure features:

• Built-in Redundancy - which allows for maintenance with minimal disruptions to the end user
• Secure password protection for local and remote access
• 128-bit encryption

Cottrill Arbutina brings this advanced, secure to technology to you because it will make it easier for us to work together to help your business thrive.