DSB-ROCKISLAND

Client Access

Client Access Payment Portal and Client Portal

The security of your sensitive information is very important at DSB Rock Island. It is also imperative that you have a way to send us financial information and other documents conveniently. Through our Portals you can make payments, access and transfer files from your computer or mobile device. The Payment Portal and Client Portal are web-based applications that allow for the encrypted transmission and storage of your financial information, electronic documents and other important files.

PORTAL QUESTION? CONTACT:

Client Access

Benefits

  • 24/7 Access to your important financial documents
  • Safe, secure file exchange of confidential information
  • Conveniently stores two years worth of complete documents (no need for paper files)
  • Easy method to forward financial documents to third parties
  • You control which parties have full or limited access
  • Eliminates lost, delayed or potentially vulnerable data sent by mail or email

2-Step Verification Steps | First Time Users or Infrequent Users (>90 days)

2-step verification is a cyber-security best practice strongly recommended by the FTC, IRS and the AICPA, among other organizations. You may already be using similar processes for your banks, email and other online accounts. Steps:

  • Using the email address or phone number(s) on file, the user will choose to receive a one-time passcode via email, SMS text message, or by a voice call.
  • Users will be required to enter the correct one-time passcode in the CCH Client Axcess interface.
  • Users will go through this verification process:
    • Every time, if they do not check ‘Remember this device
    • When logging in from a new device, or from a new web browser on a registered/trusted device
    • When going through the Forgot Password process to reset their password
    • When logging in more than 90 days after their last verification

Accessible Team

What level of accounting service and support is right for your business?

ASK ONE OF OUR EXPERTS