Getting Connected

Posted March 9, 2020

Remote options for communicating and transferring files are more important than ever these days. Stanfield + O’Dell wants our clients to be aware of the options available, to ensure you receive the service that you expect without having to leave the comfort of your home.

Documents can be sent and received electronically through our secure Portal. Portal is a simple and easy-to-use web application that facilitates secure file transfers and continued access between you and Stanfield +O’Dell. Whether you want to locate last year’s tax return or need to urgently send us a file, you can do so on any device, at any time, from anywhere you have an active Internet connection.

If you already have access to a Portal, we thank you for using this service. If you would like to set up a portal, please let us know through our website contact form. Once set up, you can access Portal through our website by clicking the “Client Login” box. If you ever forget your portal password, click the “Forgot password?” link on the login page to request a new password.

By accessing this service you will be gaining the following benefits:

  • A fresh, easy-to-use interface with no plug-ins required.
  • 24/7 access on your favorite devices, including desktop and notebook PCs or Macs, tablets, and smartphones.
  • A simple drag-and-drop interface for uploading files from a desktop computer.
  • The ability to take photos with your smartphone or tablet, and then upload the images to your portal.
  • Secure, end-to-end encryption of all files transmitted and stored in your portal.

You can view a short Getting Started Video to familiarize yourself with the basics of using the portal. After logging in, there is a Help system which can walk you through common scenarios such as sending (uploading) or receiving (downloading) files and setting up users. Click on your name in the upper-right corner and select help from the menu.

Stanfield + O’Dell can also offer our clients the option of conducting online meetings with our staff through ScreenConnect. You can easily be invited to a web-based meeting via email to discuss and collaborate. If you are interested in this service, please provide details regarding your meeting request when you fill out the website contact form.

We look forward to continuing to provide you with the highest level of client service. Please let us know if you have any questions or would like to get started with remote options today.