Download Our App
Here is the link to our client portal online.
https://pacesetterapp.com/jordanfinancial
Download our client portal app from the Google Play Store or Apple App Store for the convenience of conducting business from your phone or tablet.
Here are the links to download our app.
When prompted, the Firm ID/Access Code is: jordanfinancial
After you enter your email address you will be directed to Jordan Financial Group portal. You will then be prompted to enter your username and password.
With our new client portal and phone app integration you will be able to do the following;
- Schedule your tax consultation appointment
- Update your client profile to include dependents
- Upload tax documents directly to tax preparer (Pictures can be taken from your phone and directly uploaded to the app)
- Message tax preparer
- Pay invoices
- Track the status of your tax return via the client dashboard
- Retrieve historical files of your tax returns