Client Portal
About Caras & Shulman, PC’s Client Portal
Caras & Shulman, PC is always looking for ways to improve our client experience! This year, we are implementing a new way to send and receive information electronically through a secure platform called SafeSend.
Benefits of using SafeSend One Client Portal:
- All of your outstanding tasks are organized in a list so you can efficiently manage and complete your tasks.
- Access, view, and download all files received or uploaded through SafeSend One.
- Receive proactive reminders and notifications directly from the portal.
- Easily track and manage your K-1 distributions and tax payment vouchers.
Client Portal Login
Please click this link to access or create your personal, secure Client Portal: https://carasshulman.ssportal.com/
How To Use Your Client Portal
Client Gather Experience:
Client Organizer Experience:
Client Portal Experience:
Request Portal Creation
Existing clients may request access to a personal portal by sending email to portaladmin@carasshulman.com.
