3501 Tully Road Suite B • Modesto CA 95356
(209) 526-3091 • (209) 526-2287

Client Portal

Our client portal allows us to exchange files with you safely and securely, without the hassle of email attachment file size limits. This also allows for the exchange of documents with sensitive, identifying information in a secure way.

Check out our FAQs for more information below.

Need to setup a new portal account? Contact us today!

Already have an account? Visit www.cbcpas.securedrawer.com to access your portal.

Frequently Asked Questions

1. What is SecureDrawer?
SecureDrawer is a fast, reliable and secure online file sharing service for our clients to share documents with us and us with our clients.

2. Who should I contact about accessing the portal?
For portal access, please contact our office.

3. What if I forget my login and password?
If you forget your password, please go to www.cbcpas.securedrawer.com and click on Forgot your password? A temporary password will be emailed to you.

If you forget your username, please contact our office.

4. Is the information I transfer secure?
Yes! Information transferred through our portal is more secure than information transferred via email. All documents published and uploaded are encrypted using SSL security certificates and SecureDrawer verifes that you are downloading documents that originated on your server. Your browser will alert you if the wrong server is attempting connection.

5. How do I know if my document is successfully uploaded?
Your document will appear as an uploaded document on the document screen.

6. What are the system requirements to access the portal?
SecureDrawer works best with the following browsers and their versions:

- Internet Explorer 8 and higher
- Mozilla Firefox 4 and higher
- Safari 5 and higher
- Google Chrome 12 and higher

7. What operating systems are compatible with SecureDrawer?
Our portal supports Windows 7, Vista, XP and Mac OSX 10.4 and 10.5.

8. Can I access the portal from my tablet or mobile device?
Yes, you can download the SecureDrawer app from Android's Play Store as well as the Apple Store.

 


Clendenin Bird & Company, PC
3501 Tully Road Suite B • Modesto CA 95356
(209) 526-3091 • (209) 526-2287