What is FCR Client Portal?
FCR Client Portal is a safe and secure web-based application where FCR clients can effortlessly and securely share documents with FCR.
Documents, such as financial statements or pdf copies of your personal tax returns remain accessible in an organized environment while on the portal. Conversely, clients can share source documentation, backups and other materials with FCR utilizing the same safe and secure portal.
The portal can be quickly accessed anytime and anywhere with an internet connection.
We are dedicated to ensuring all sensitive documents are shared securely while supporting our efforts to be a fully paperless environment.
Learn More:
What is CCH Portal?
A safe and secure web-based application where you can effortlessly upload, download, and store documents securely without any file size restrictions.
Your documents, such as financial statements or personal T1s, remain in organized folders on your private portal, which you can quickly access from any device whenever/wherever you are.
We are devoted to ensuring all sensitive information is securely transmitted and stored online in our efforts to become a paperless environment.
Learn More:
What is CCH Portal?
Documents, such as financial statements or pdf copies of your personal tax returns remain accessible in an organized environment while on the portal. Conversely, clients can share source documentation, backups and other materials with FCR utilizing the same safe and secure portal.
The portal can be quickly accessed anytime and anywhere with an internet connection.
We are dedicated to ensuring all sensitive documents are shared securely while supporting our efforts to be a fully paperless environment.
Learn More:
How It Works
STEP ONE:
Fill out our online form to send confirmation that you would like to use our portal.
STEP TWO:
We will create a secure private portal.
STEP THREE:
You will receive two emails:
- Portal Creation confirmation email
- Welcome email with detailed instructions on how to use and manage your secure private portal
STEP FOUR:
Follow the step-by-step set-up instructions provided in the Welcome email.
NOTES:
Once you completed the set-up process, we can start uploading returns and documents to your portal, beginning with the most current year return.
You will receive an email notification every time files are upload to your portal.
Questions or Concerns about the CCH Portal?
Please email portal@fcrca.com, and our portal team will reply as soon as possible.
How It Works
STEP ONE:
Fill out our online form to send confirmation that you would like to use our portal.
STEP TWO:
We will create a secure private portal.
STEP THREE:
You will receive two emails:
- Portal Creation confirmation email
- Welcome email with detailed instructions on how to use and manage your secure private portal
STEP FOUR:
Follow the step-by-step set-up instructions provided in the Welcome email.
NOTES:
Once you completed the set-up process, we can start uploading returns and documents to your portal, beginning with the most current year return.
You will receive an email notification every time files are upload to your portal.
Questions or Concerns about the CCH Portal?
Please email portal@fcrca.com, and our portal team will reply as soon as possible.
Benefits of Using the Portal
Take advantage of our secure FCR Client Portal where you can:
Access vital documents securely and privately at any time, from anywhere with Internet access.
Organize documents electronically in secure cabinets and folders that mirror the way you store paper documents.
Upload files of any size securely without the hassle of email restrictions.
Share documents quickly with third parties (your bankers, lawyers, etc).
Send documents securely for our team to access instantly.
Benefits of Using the Portal
Take advantage of our secure FCR Client Portal where you can:
Access vital documents securely and privately at any time, from anywhere with Internet access.
Organize documents electronically in secure cabinets and folders that mirror the way you store paper documents.
Upload files of any size securely without the hassle of email restrictions.
Share documents quickly with third parties (your bankers, lawyers, etc).
Send documents securely for our team to access instantly.