Hardly a day goes by without news of another cyber-security breach – a hack resulting users' data being leaked, or credit card details stolen. We've come to expect it. Being in control of our data, tracking our online identity, making sure we haven't become a victim of identity theft, and keeping our most important documents safe is now everyone's job.

At Shimmerman Penn we take your data safety and security seriously. This is why we are moving away from email communication for your sensitive financial documents and moving to a secure and reliable client portal for both your personal and corporate affairs.

Welcome to our client portal!

The Shimmerman Penn client portal is a simple and secure way to transfer your documents, no matter how large, securely and efficiently. You then have instant access to your documents from anywhere – eliminating the need for hard copy files.

There are many benefits to our new client portal, including:

• Accessing your vital documents at any time from any location with Internet access; securely, reliably and privately
• Efficiently organizing your financial documents and statements
  The ability to easily upload your documents, regardless of file size – including your
• Quickbooks files; and similarly we will upload files for you in the same place.
• Archiving: once you are using the portal, we'll keep your files there, easily accessible, for three years.

How does it work?

If you haven't already received a welcome email, you will get one in the next few weeks explaining how to use your client portal. It's easy – your profile will already be created. If you have more than one account with us (personal or corporate), you will be able to see all accounts to which you have access on the client portal. There is also information in the welcome email about how to provide access to others. You can then access your accounts from anywhere using your unique username and secure password. There is also a direct link to the client portal on our homepage.

We are excited about working with you in this new, more secure and efficient way.