| Client Portal |

We give clients a secure and easy way to upload documents or download returns online from your private portal. The software is built with bank-level security, encrypted during transit and at rest, and easy to navigate.  Our portal integrates seamlessly with all leading business and accounting apps to further streamline your workflow with the accounting and banking app you already use and love such as Lacerte, ProSeries, QuickBooks. 

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Know that when we say we treat your business like it is our own, our focus is always on exceeding our clients’ expectations. This is just another way that Keynote Financial makes your life easier so that you can focus on doing what you do best.