Online Tools:

At CMC our philosophy is to take advantage of the “Best of Breed” technology solutions to ensure that you are able to take advantage of the latest tools and resources available to run your company with “real-time” access to the information you need to make decisions.

Currently this includes the following:

  • Data security:  The CMC portal is a web-based application that allows for the encrypted, bi-directional transmission and storage of electronic data.  Once we create your portal you will receive a few introductory email notifications with additional information and your specific login credentials.  We will use the Portal to give you quick and easy access, 24/7, to your important financial documents including tax returns and financial statements.  You will also have the ability to send files to us through the Portal as well.  There is no size limit associated with file uploads to the CMC Portal which means that it will work well for very large files, including QuickBooks files, that are too large for email.   In addition to your login credentials, you will also receive a PDF Portal Quick Start Guide that we have created for you and access to a short video that covers Portal basics (including logging in, downloading a file, and adding a file) once your portal is setup.
  • AAA – Anywhere Anytime Access:  You will maintain your own passwords for access to your financial records.  As long as you have an internet connection – either on your computer or smart device – you will be able to access your financial information.
  • Data integration:  The technology resources we use allow us to integrate your payroll reporting, paperless accounts payable processing, credit card transactions and banking information into one secure database that we will host for you.  This high level of integration, whether you are a business or managing your own family’s finances, will give you a clear concise reporting.  Additionally, maintaining of your accounting records electronically will reduce the amount of physical storage, paperwork handling and time you spend searching for information.


We utilize tools provided by the best of breed technology service providers to deliver to you an unparalleled level of service.