Client Portal

Welcome to the Client Portal powered by ProSystem fx Portal by CCH.

Client PortalPortal is a simple and easy to use Web application that facilitates secure file transfers and continued access between Anderson, Johns & Yao CPAs, P.C. and our clients. For our clients, Portals is a web-based interface that only requires the installation of Microsoft Silverlight for use.

CLICK on the link below to log in to your existing Portal:
https://portal.prosystemfx.com/portal/#Default

If you are a current client and interested in having a Portal created for your use, contact us today. We need a current email address to set you up.

Once your Portal has been created your Portal User ID and login information will be provided via email. All documents made available for continued access, such as tax returns and financial statements, will remain on the Portal until removed by the staff at Anderson, Johns & Yao CPAs, P.C.

If you are a prospective client, please be sure to mention your interest in the Portal at your initial meeting with us.

Here are some System Considerations to keep in mind for using the Portal:

  • Portal relies on the Microsoft Silverlight 4 platform and a user may be prompted to install Silverlight from Microsoft’s website the first time they log in. The install is completely safe and typically takes less than a minute and just a few clicks.
  • Portal will support all browsers on PC and Mac that are compatible with Microsoft Silverlight 4.
  • A complete list of browsers and operating systems supporting Silverlight 4 can be found at Microsoft’s Silverlight page.
  • If you are a Mac user, you can find information from Apple regarding processor type.

 

For further instructions, tips and notes, download the full Portal User Guide here.

If you have any questions regarding your Portal, please don’t hesitate to contact us.