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CLIENT TOOLS

KPM offers secure portal and email messaging tools to keep your data safe.

KPM CONNECT PORTAL

After you have received an email from KPM to set up your secure KPM Connect Portal account, you can access KPM Connect anytime via our website to easily share files with your accountant. KPM Connect will allow you to view and print tax documents, exchange information, access your bookkeeping files, enter payroll data instantly, provide electronic paystubs to your employees, and monitor your investment portfolio and financial reports.

MIMECAST SECURE MESSAGING

Mimecast Secure Messaging allows you to send secure messages and attachments via email. After you have received an email message from your advisor, you will set up an account that allows you to securely send communications and documents each time a request is initiated.

We would love to hear from you. Contact KPM today!