"Making Windows of Opportunity"
KENNETT SQUARE
P: 610-444-1215
F: 610-444-1635
115 South Broad Street
Kennett Square, PA 19348
WILMINGTON
P: 302-478-9515
F: 302-478-0262
3801 Kennett Pike
Building C, Ste. 100
Greenville, DE 19807

Client Center

Client Portal

At Fenstermacher & Company, LLP we are proud to utilize cutting edge technology in all areas of our practice. For years we have invested in our internal computer network systems so that our team members have the best tools available to assist our clients and provide them with timely and quality service. We have now expanded our internal systems to include dedicated client portals. Through these portals you can exchange files with members of our firm through a secure channel. Documents that we deliver to you, including tax returns and financial statements will be available to you at any time.

Login to your portal using your email address and password and you can view, download through a secure (SSL) connection, print, and even email secure links to your documents.

An added convenience is our File Drop feature. Without logging in to your portal, you can select a staff member and upload a file securely to that staff member. More secure than email, your file goes directly to the selected staff member’s file box within our portal and the selected staff member automatically receives an email notification regarding the uploaded file.

Access Client Portal or Upload to File Drop

Public Folder

Tax Organizer

As an alternate to your Tax Organizer, complete a streamlined tax interview, upload your documents and submit your tax information to us securely with a click of the mouse! This method allows you to submit all information electronically. No need to print, mail or hand deliver any of your tax information. Call us (610-444-1215) to provide you with a unique Logon ID and Password.

Go to My1040Data

 

Financial Services

For our Investment Clients, you can log on securely to your financial services account here:

 Go to HD Vest Login

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.