RCR Financial Group portal
Benefits to you
- Unprecedented access to such data as financial statements and income tax returns
- We can share important information with you in real time
- Access 24/7 to your relevant documents via any device with an internet connection
- Have access to your multiple entities with one log in
- Better security than email
- It is fast, simple and secure
- You have the freedom to check documents, sign forms and provide information when its convenient to you in only a few clicks
- Easy transfer of files to us – no need to deliver your accounting data file or scanned documents to our office, simply upload from your location
When we upload a file to you
- You will receive a notification via email with a link to the document and client portal
- To view just click on the link to the document, sign where indicated or just review the information, no need to be sitting at a computer
- Access and download your documents as needed, click the link and enter your logon and password
You can also upload a file to us
- Use the same logon and password and access the client portal
- Drag and drop files from your computer into the ‘My Uploaded Files’ area
- The system will import the file into our document management system and alert the relevant team members in our office
How to get started
- Call us on 03 9874 7255 or email us at mail@rcrgroup.com.au requesting an invitation
- We will send you an invitation to get your logon and set a password and confirm access requirements
- Have a list of any previous documents you would like to have access to immediately, or just start from now