Client Portal authorization and Consent

Precision Client Portal Setup

This form gives us everything we need to activate your secure client portal so you can upload documents, track your file, and receive updates without waiting on a call or message when it's time to get started. Once your portal is created, you will receive an email and/or text with your login instructions. Please double-check all contact information before submitting so there are no delays with your access.
Primary Client Information

Tell us exactly who this portal belongs to, so your account details are linked to the correct profile.
Full legal name (as shown on your ID)

First NameLast Name
Date of birth
Used to verify your identity and connect your portal to the correct records.
Social Security Number (SSN)
Used only to verify and link your account. This is stored securely inside your client file.
Mobile number
We use this number for text updates and verification codes, if needed.Format: (000) 000-0000.
Email
Primary Email (Required)
Your information is securely encrypted and used only for identity verification, compliance requirements, account setup, and secure client portal access. Precision Preparations follows strict security measures to keep your information confidential and protected, and your data will never be sold or shared with unauthorized parties.
I agree to the collection and secure use of my information for identity verification, compliance, and secure client portal setup.
I confirm that I have read and understood the data privacy and compliance disclaimers provided in this form.
Once you submit, please allow 24 to 48 business hours for your client portal to be created. You will receive an email or text as soon as your access is ready.
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Precision Client Portal Setup

Primary Client Information