Accounting Client Portal
Our client portal offers secure document
sharing using ShareFile from Citrix.
New to Claremont Management?
Contact us for more information.
Privacy and Portal Policy
This web page is also intended to inform you of the Privacy & Portal Policy our firm and employees adhere to as part of our normal course of business.
We obtain nonpublic information of a highly personal nature that is provided by you or obtained by us with your authorization. We obtain this information from a number of sources including, personal interviews, our tax organizers, worksheets, bank and brokerage statements and many other documents we deem necessary to provide high quality, professional services to you and your entities. Under no circumstances will we disclose any nonpublic information concerning our current or former clients, except as permitted or required by law, or when requested by a client. Access to your information is restricted to only those individuals of our firm that require the information to provide you with our professional services. We retain records of our services as mandated by various government agencies. We have in place safeguards of all types including physical, electronic and procedural to insure the confidentiality of all client data. Additionally, when transmitting your information electronically, we will only use a secure portal which only you will be able to access. We appreciate the confidence you place in our firm and assure you we will take every step possible to secure your information.