Congratulations on choosing Hamilton Tharp as your trusted advisor in achieving your financial and life goals! We are excited to have you on board and look forward to providing exceptional accounting and financial services tailored to your needs.

To make the onboarding process as seamless as possible, we’ve outlined important information, including:

• What to expect next
• Client Portal Frequently Asked Questions
• Best Practices for working together
• Get to know our trusted technology stack
• Important Links and Tools
• Helpful Resources

Transitioning to a new accounting firm can be overwhelming, but we are here to make the process seamless and hassle-free. Our dedicated team of professionals is committed to ensuring your onboarding experience is smooth and efficient.

• The first step is receiving your engagement letter. It will arrive in your inbox, so keep an eye out for an email from info@ht2cpa.com. Once you have it, simply review, sign, and send it back to us using Right Signatures for a safe and secure process.
• We’re working hard behind the scenes to create your client master record, containing all the essential information we need to work together effectively. If we’re missing any details like your email address, phone number, or spouse information, one of our team members will personally contact you to gather that information. We want to ensure everything is in place for a smooth collaboration.
• Setting up your client portal is an important part of the onboarding process. Our client portal provides a secure and convenient way to exchange confidential information and documents with us. To set up access for your personalized account, we will send you an email prompting you to create a login and password. Going forward, you can easily access the portal from the upper right of our website’s home page. For more details, please visit our Portal FAQs.
• What’s next?
  • If you are utilizing our tax services……Depending on when you start working with us, we may send you a tax organizer through our client portal. Look out for an email notifying you that your tax organizer is available. You can conveniently complete it electronically. Make sure to note the due date stated in the communication, as it’s crucial to have your taxes filed by April 15th.
  • We will contact you with the next steps if you are utilizing one of our advisory or outsourced CFO services.

We are thrilled to embark on this journey with you. During the onboarding process, please contact Maggie if you have any questions or concerns. We can’t wait to help you achieve financial success.

• We will attempt to contact you up to 3 times for your information. Not responding could lead to disengagement.
• Never email us a password or document with sensitive or personal identifying information. Always use the client portal to upload a document. If you are unsure, call us; we can help you securely transfer the information.
• Check your junk and spam filters to ensure your server is not blocking our communications. Our emails will come from @ht2cpa.com.
• The client portal is an important tool for communicating time-sensitive information. We encourage our clients to become familiar with our client portal as it can help minimize delays due to questions about your work.

We deploy robust tools to ensure a seamless, secure, and safe experience for our clients. These efficient and trusted tools are tailored to our profession, allowing us to deliver the best possible service. Our technology stack includes:

• E-Signatures
• Right Signatures
• Bill.com
• Ultra Tax (Thomson Reuters)
• QuickBooks

• Client Portal
• Make a Payment
• Get to know your team

• Articles
• Downloads
• Tax Guide
• Timely Alerts