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client login

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To access the Brady and Company Client Center, simply click the CLIENT CENTER link to be redirected to Onvio.

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  • If you don’t already have credentials for the Client Center, please contact the Brady and Company offices for your secure login information. 

  • If you have forgotten your username or password, please also contact the Brady and Company offices for support.

  • Not able to access a computer, but still want to access your tax documents or send documents to Brady & Company CPAs? You can download the Onvio Client Center app through the App Store or the Google Play Store.

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In today’s busy, competitive environment, we understand that you are often working well beyond traditional business hours.
 
As your trusted financial advisor, we are always looking for ways to make your job easier, which is why we offer the convenience of private web portals. Using the same secure technology as online banking, portals enable you to instantly access our services directly from our website. You simply log in to your personalized client portal using a secure ID and password.
 
Private client portals provide an easy way for you to access your financial documents, transfer data, and exchange information with us on a 24/7 basis. Depending on your needs, we will customize your portal to offer the tools you require.

Just a few of the available portal options include:

  • Document Presentation

  • File Exchange

  • Delivery of your Tax Organizer & Tax Returns

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Enjoy the Convenience of Online Services and Simplify Your Work Life.

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© 2023 Brady & Company, CPA's  |  Site design by LECK INC.

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Privacy Policy - CPAs, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information. CPAs have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, we have always protected your right to privacy.

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Types of Nonpublic Personal Information We Collect - We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization.

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Parties to Whom We Disclose Information - For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees, and in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared.

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Protecting the Confidentiality and Security of Current and Former Clients’ Information - We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

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Links to Third Party Websites - For your convenience, this website may contain hyperlinks to websites and servers maintained by third parties. We do not control, evaluate, endorse or guarantee content found in those sites. We do not assume any responsibility or liability for the actions, products, services and content of these sites or the parties that operate them. Your use of such sites is entirely at your own risk.

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