Frequently Asked Questions

Answers to your frequently asked questions about the Purtzki & Associates Client Portal.

What can I do in the Client Portal?

We're introducing our new web service to our clients by providing a simple, secure method for uploading your accounting software financial records directly to our accounting team.

How do I access the Client Portal?

You first need to register online at our simple 1-page registration form. By providing us with your basic contact information, we'll be able to serve you better.

What if I've forgotten my password?

If you have forgotten your password, you can request a new password be generated for your account. We cannot tell you what your existing password is, because, for security reasons, we do not store your original password with your account.

What if I can't remember my password challenge answer?

We can reset your password for you. Call us at toll-free 1-888-668-0629, or locally at (250) 754-1951. After verifying your identity, we'll reset your password and send your new password to you by email.

How do I upload my accounting software financial records?

After you login to the Client Portal, navigate to the Upload Financial Records page by clicking the link titled Upload Financial Records. On the Upload Financial Records page, you'll be asked to specify your accounting software, and the location of your accounting records. Follow the on-page instructions provided to complete your upload.

What are your future plans for the Client Portal?

We will be listening to our clients for feedback on what features they would like to have available on the Client Portal. Have a suggestion? Tell us what you'd like to see on our Instant Contact form.

What if I have other questions?

If you have any questions about the Client Portal, please use our Instant Contact form or call us, toll-free 1-888-668-0629, or locally at (250) 754-1951.