We are pleased to introduce our new customer portal.
Keeping your information secure is our top priority. This portal is a safe and secure hub where clients can share important documents, get up-to-date information on deadlines, ask questions in real-time and pay for our services all in one place. From now on, you can access your account details at any time.
Your new portal can be accessed from the "Portal Login" button on our website or at www.portal.chancecpa.com from any web browser.
A mobile app is also available to help us communicate more efficiently. Once you have opened the mobile app, enter your email address and password to log in. If you would like to download the app, you can do so by clicking the links below:
The following is a brief overview of how to get started:
Step 1. View the work to be done
The first page you see is your dashboard, with notifications about important updates such as unpaid invoices, unseen notifications, pending organizers, and unread documents. Here you will also find our company contact information.
Step 2. Browse the main menu in the left sidebar
From the sidebar, you can quickly navigate to where you need to go in your portal.
Documents - this is where you upload your documents, sign them with an e-signature and download everything we have prepared for you].
Messages - here you can ask us any questions or respond to any of our requests].
Organizers [here you will fill in all the necessary questionnaires we need to prepare your documents]
Contracts - here you will sign our Engagement Letters which are used to define the scope of our obligations to each other.
Invoices - this is where you pay invoices for our services and view payments once we finish transferring over our system.
Settings - where you add additional users to your account as needed.
Need more help? Give us a call and we will walk you through activating your new account.
Thank you for your continued support!