Client Tools

IMPROVING EFFICIENCY AND INTEGRATION THROUGH DIGITAL TOOLS

payment portal

Quick and Easy Online Payment


You can now pay by ACH bank transfer, credit card and payment plan through VonLehman's secure online payment portal. There is no need to register for an account or create a password. Our online payment portal is safe, secure, quick, and user-friendly!


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safesend returns

Electronic Tax Return Delivery Process


SafeSend provides clients with a simple, easy-to-use process for securely reviewing and e-signing their tax documents. With SafeSend, clients can electronically sign, save, and print their tax documents, have a live link to their tax documents for up to seven years, electronically access their payment vouchers and receive email reminders of payments due, and forward their tax documents to professional advisors through a secure email link.


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sharefile

Securely Sync, Store and Share Files


ShareFile is a secure document sharing application that allows you and your VonLehman advisor to share critical files in a safe electronic manner.


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