Video Call Meetings Using ZOOM

For our mutual safety, in-person meetings at our office are suspended. All meeting must be conducted over the telephone or by use of ZOOM video calling. These are easy to setup and use.  A Zoom account is not required if you are strictly joining Zoom Meetings as a participant. If someone invites you to their meeting, you can join as a participant without creating an account. An invitation to join will be emailed to you. At the time of your appointment, click on the JOIN button within that message, and you will be placed into our waiting room online.  Basic user Zoom accounts are FREE should you choose to setup.

Do I have to have a webcam?
While you are not required to have a webcam to join a Zoom Meeting or Webinar, you will not be able to transmit video of yourself. You will continue to be able to listen and speak during the meeting, share your screen, and view the webcam video of other participants.

How to Join a Scheduled Meeting: View 1-minute tutorial > Youtube Video: How to Join a Zoom Meeting

Before joining a Zoom meeting on a computer or mobile device, you can download the Zoom app from Zoom's Download Center. Otherwise, you will be prompted to download and install Zoom when you click a "JOIN" link.

You can also join a test meeting to familiarize yourself with Zoom.

In preparation of your meeting, you may send any sensitive information to use via our secure document portal, Intuit "ProConnect-Link" service.
Client Login: Click Here > Madison Portal Login Page

The next safest way to get your sensitive documents to us is by US mail, to our Post office box, mail from which is retrieved daily. Please do not mail documents to our business office location since the mailbox is not secured. However, Fedex or UPS will come into our office to obtain a signature for delivery, which is certainly safe. Faxing is another option. Please do not attach or send sensitve material or text via email unless you are using an encryption email service.

Call Lauren, of Client Services, if you want to use this secure document portal service or need assistance with ZOOM meetings.