McPhillips Law uses state-of-the art technology to improve efficiency and provide clients with a more streamlined overall experience. Clio Connect provides a secure, encrypted online portal that is provided free for clients to access and upload large files and confidential documents, send secure correspondence, and view invoices on a 24/7 basis.
Current clients will receive an initial email informing them of a new shared item to view. When you click on the link in that email, you can choose a password and register for access. Once you set up your account, you can access the Clio Connect portal anytime by visiting the link below. You will receive an email notification every time a new item is shared with you via the portal. Support is always available via Clio’s support website.
Intuit Link is a secure client portal provided for free to tax return preparation clients. Intuit Link allows clients 24/7 access to answer required questions relevant to preparing their returns and to upload all tax data. Tax data can be uploaded in a large variety of formats like pdfs, photos, documents, or spreadsheets. Clients can also ask questions, add comments and receive responses directly in the online tax questionnaire. Intuit Link makes it possible for your tax return to be thoroughly completed as quickly as possible.
Current clients will receive a link via email to login to Intuit Link. If you are already registered with an Intuit Link account, you can access your portal via the link below. Support resources for Intuit Link are available here.
McPhillips Law provides clients with free, easy-to-use payment technology allowing clients to pay invoices via credit card or e-check. Clients access LawPay through a secure payment link sent via email, Clio Connect, or the firm’s website. The LawPay link works on computers, tablets, and smartphones.