Welcome to the Highborn CPA Secure Client Portal
At Highborn CPA, we prioritize your privacy and security. Our secure client portal, powered by Encyro, allows you to share and access your financial documents effortlessly while ensuring compliance with the highest data protection standards.
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What You Can Do on the Portal:
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Upload your financial documents securely.
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Access tax returns, financial reports, and other shared files anytime.
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Communicate directly with your CPA in a secure environment.
How to Use the Encyro Portal:
01.
Secure files with no login
No, you do not need to create a login to use our secure client portal! Highborn CPA uses Encyro, a secure and user-friendly platform, allowing you to share and receive sensitive financial documents without the hassle of managing accounts.
05.
Sharing Documents with Highborn CPA
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Select the "Send Files" option on the portal homepage.
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Enter your name and email address.
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Upload documents by clicking "Choose Files" or dragging them into the upload area.
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Add any notes or comments if necessary.
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Click "Send Securely" to submit your files to us.
02.
Login recommended
Yes, if you’d like additional features such as tracking all your submissions, organizing your files in one place, or easily accessing past exchanges. However, creating a login is entirely optional and not required for secure communication with us.
04.
How to Create an Account
To create an account for the Highborn CPA Client Portal, you’ll first need to receive a secure message from us. Here’s how it works:
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Wait for an email from Highborn CPA containing a secure message.
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Open the email and click the link to view the secure message.
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When accessing the secure message for the first time, you’ll be prompted to create a password linked to your email address.
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Set a strong password and complete the setup process.
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Once your password is created, you can use it to securely access your account and manage your document exchanges with Highborn CPA.
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If you need assistance or haven’t received a secure message, contact us at [your contact information] so we can help.