Document Portal

Rucker Financial 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

  • Click on the sign up button below
  • 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

Interested to hear more about how working with us can give you peace of mind and help make your financial life easier?