A Guide to Using Cray Kaiser’s Online Portal

You already know we at Cray Kaiser thrive on the personal relationships we develop with our clients. But even the best relationships can benefit from the use of technology. That’s why we developed our online portal – to allow us and our clients to safely and securely share the documentation we all need, especially during tax season. It is easy to navigate, however, if you run into difficulties, the following tips and tricks should help.

Logging In

Uploading documents

Downloading files

We hope these instructions help you to navigate our online portal. However, if you still have questions or issues, please don’t hesitate to contact us at 630.953.4900.

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