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Client Document Portal

Welcome to the PP&Co MyDocuments Portal, your personal online Safety Deposit box for all your financial documents.
Using your MyDocuments Portal is easy – and you’ll never have to request paper copies of your tax returns again! Your online repository is convenient, completely secure and is backed up nightly to ensure the safety of your financial information. Just login to your portal, and open, save, or print your documents, as you need them, from one centrally located place.

Access to your MyDocuments portal is free to all PP&Co clients to house their tax information prepared by the firm. For those clients interested in uploading their complete set of financial and important legal and personal documents to reside in one secure online place, we also offer this complete solution for an additional small hosting fee. Please contact our MyDocuments Portal service representative at portal@ppandco.com or 408.287.7911 to get started today.

Click here to log into your Document Portal

Document Portal User Guide

Everything we do at PP&Co is completely geared toward providing value for our clients. As business advisors, we consider the whole picture when making recommendations to build their financial wealth.

 
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