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Client Login

Welcome to your secure Client Portal. Here you can upload and download sensitive files securely.

At Butterworth & Macias, P.C., we care about giving you great service, which includes keeping your personal and financial information secure.

Our secure, personalized client portals lets you access your information and provide information to us. We're pleased to announce the following enhanced portal security features:

  • After 30 minutes of inactivity, your session will time out. You will need to re-enter your login credentials to continue working. Note that processes such as long print jobs will continue during the timeout.
  • Your password will no longer expire after 90 days.
  • You will be required to enable a two-factor authentication setup.It may be through an app, text, email or phone call. Remember to unlink your previous device before switching phones and then add your new one.

 

    Please use File Exchange for uploading documents. It is easy and convenient! Once you log into your portal, select the  'File Exchange' link on  your left menu. Select the current year folder and then click on the upload icon. Please call us if you have any questions.

    This portal is for accounting/tax/legal use only and not available for wealth management use.

 

All communications between our firm and the user are encrypted using the Secure Socket Layer (SSL). This is the same functionality used by banks and popular e-commerce services for secure communication. We also store your files encrypted when they are at rest on our servers, adding an additional layer of security. To protect against data loss, our servers are equipped with technology that automatically mirrors all data in real-time to two separate locations. Regular incremental and full backups of all system data are performed, including off-site data backups stored in two separate secure physical locations, to protect against almost all disaster scenarios.