Client Center
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:
612-359-9630
Note: If you are looking for an old client portal, please click this Old Client Portal link. If you are still having trouble, please reach out for assistance at dsbrisafesend@dsb-rockisland.com
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
How to Sign Up for your Client Portal Account
Our new Client Portal Accounts are easy to use and provide streamlined access to your tax documents and any outstanding requests. The sign-up process is easy. With your email and a 6-digit pin you select, you will have safe, secure access to your portal.
Get Started
To get started, click THIS LINK, then click “Sign Up” to create an account.
Note: you must be on a desktop computer. If you receive an error message about the portal being “desktop only”, please increase the width of your screen until the message disappears.
- Enter your name and email, (and optional phone number) as indicated.
- Press enter. You will be sent a one-time use Verification Code to your email.
- Copy and paste the verification code form your email, then hit enter.
- You will be asked to create a 6-digit pin. This pin will be used each time you log in to your account.
- You have now created your Client Portal account.
To log in to your portal going forward, enter your email and 6-digit pin. A new one-time use verification code will be sent to your email each time you log in. Simply copy and paste that code into the login screen to securely access your dashboard.
Bonus feature!
To add another email ID to your portal, after logging in to your portal, click on “Security Settings” in the left hand menu. Under the Merge Emails heading, add another email id.
Accessible Team
What level of accounting service and support is right for your business?
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