Data Sharing Portal

Portal

Our client portal allows you to securely exchange documents via an electronic gateway. Digital files and services will be accessible over the Internet through a secure web browser. Once given permission, you can login and view, download, and upload private information.

The DiSabatino, CPA client portal is used for the secure exchange of financial information. Privacy laws such as the Gramm–Leach–Bliley Act require that organizations encrypt their clients' personally identifiable information that is sent online electronically. Sharing such information through email does not usually comply with the Gramm–Leach–Bliley Act and other federal privacy laws.
  • Telephone:

    805-389-7300

  • Email:

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