Resources

Zoom is the video communication platform we use when an in-person meeting is not practical. If you have a scheduled meeting and need help joining by Zoom, please reach out and we can walk you through it.

Slack gives us a simple way to answer questions that come up between meetings and weekly calls, including sharing quick notes and documents.

Client Portal is the most secure way to upload and download documents. If you need help using your portal, email donna@iatllc.net and we can guide you through it.

• 24/7 access to view or download your files from a modern web browser.
• A client-facing mobile app for iPhone, iPad, and Android devices.
• A simple drag-and-drop interface for uploading files.
• The ability to take photos with your phone or tablet and upload them to your portal.
• Secure, end-to-end encryption for transmitted and stored files.

Thank you for your patience as we continue improving these client processes.