Your comments help us to provide positive and constructive feedback to our client service team members and ensure we are exceeding your expectations.
Visit our Client Center – HubSync page for quick how-to videos and guidance on setting up your HubSync account and platform features.
Need to speak with someone? Please contact portalsupport@keitercpa.com for assistance or reach out to your Keiter Opportunity Advisor. We will get you up and running.
We are happy to provide copies of CPE certificates. Please email information@keitercpa.com. In your request, provide your name, company, email address, and the specific session and date you attended.
The safety of your personal information and data is very important to Keiter.
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. We adhere to Virginia state laws and AICPA guidelines for collection and use of client information to protect your right to privacy.
Specifically, AICPA regulations prohibit CPAs from sharing or selling any contact information to a third party without written consent from you, the client. Our privacy practice policy can be accessed here: Keiter Privacy Policy Notice