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Celebrating 25 Years of Excellence
Client Portal

At Lurie & Co., protecting our clients’ privacy and the security of their personal and financial information has always been critically important. Our policies and procedures are designed to ensure that this information is protected, whether it is maintained electronically or on paper.  With that in mind we are introducing a client portal which will be available through our website.  This portal will be replacing our current file share system.  Although similar to file share, portal has many advantages we feel our clients deserve. 

As you know at Lurie & Co. our vision has always been strong customer service combined with the newest technological advances.  This ensures that we are not only efficient, but are also providing a level of service that is only found at the top level of our profession.  Client satisfaction is our highest priority and we feel this program is a tremendous asset in ensuring our clients are able to exchange sensitive information in a secure environment. 

What is Portal?

The client portal is a web based application that utilizes SSL (Secure Socket Layer) technology to create an encrypted connection.  If you currently do any banking or investing online‚ you are using a portal. It will also allow the quick and easy transfer of data files that are too large to send via e-mail such as QuickBooks.  Documents can be uploaded, reviewed and saved in a more collaborative environment between you and our firm. 

In addition to the exchange of documents, we can publish electronic copies of all tax returns, correspondence and financial statements.  You will now have 24/7 access to all your records should you need an electronic copy for attorneys or banks.  

Please note, records will be available on your portal for a three year period, after which they will be removed.  We suggest you save a copy to your computer for future reference.

Who has access to your portal?                  

Only third parties to whom you grant access can view, retrieve or post documents.  You can approve and set up as many users as you would like, but please keep in mind they have access to everything in your portal.  All documents posted can be viewed by our staff.

Who can have a portal?

Portal is available to all our clients.  If would like to have a portal set up, please email portal@luriecpas.com with your request.

Important information for Mac and Google Chrome Users:

In order to access your portal you will need to login using the non-Silverlight version of portal.  From the main log-in page, please click on the "Take me to the non-Silverlight login". 

For a brief tutorial on Portal, please click here.

Download a copy of the Portal User Guide.

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