Effective November 18, 2023
There is a new sign-in experience to your Whaley Hammonds Client Portal. Our firm partners with Thomson Reuters to provide the platform for our client portals. A recent update by them will improve your sign-in experience and security!
What you need to know:
- You will need to create a new username and password. To do this, you’ll need your current portal login ID and password. If you’ve forgotten your login ID, please contact our office at 770-914-1040.
- The sign-in page will look different but will function the same way. This video showcases the new experience.
- You will need to enable two-factor authentication. There are several options available to verify your identity when you log in. We recommend using the Auth0 Guardian mobile app, which is free on the Apple App Store for iOS and Google Play Store for Android. You may also use another app from Microsoft, Google, Symantec, Duo, or LastPass. Authentication can also be done via text message or phone call. Learn more about two-factor authentication.
Best Regards,
Whaley Hammonds, PC
Industry Advisors
Wealth Management Services
Through our affiliation with Advantax Planning Partners, we are able to offer holistic financial solutions that consider both tax implications and investment strategies. This collaborative approach ensures that clients receive comprehensive advice aligned with their overall financial objectives, minimizing tax liabilities while maximizing wealth accumulation and preservation. Additionally, by sharing insights and coordinating strategies, CPAs and wealth management advisors can adapt quickly to changing financial landscapes, providing timely and informed guidance to help clients navigate complex financial decisions with confidence.
> Advantax
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1100 Keys Ferry Court McDonough, Georgia 30253
Call: 770-914-1040 Fax: 770-957-1914
318 South Hill Street (First National Bank Building) Suite 250 Griffin, GA 30224
Call: 770-228-9800 Fax: 770-957-1914
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