Porte Brown Help Desk

How can we help?

Are you using TRAVERSE or OSAS?

Getting help is easy. Just submit your request by:
Emailing the Porte Brown Help Desk or
Call us at 1-888-246-1771 (9am-6pm CT Monday-Friday)
‍TeamViewer - Remote Access & Support

Need assistance accessing the Client Portal? Are you having trouble reaching your accountant? Give us a call at 847-956-1040 or fill out a form on our Contact Us page. We'll be happy to help you!

You can expect a reply to your email request and any phone calls that go to message within 4 business hours. We keep a record of your contact with us and our responses. The history of your incident is visible to all team members to ensure we're on top of your unique situation.

We will help you with:

Processing problems and error messages
Training
Program enhancements, customizations, and modifications
Adding or changing users or user permissions
Software upgrades
Moving software to new workstations or servers

With our team approach we provide you with efficient, comprehensive, and personal support.

Help Desk Employee

We Help You Get to Your Next Level™

Get in touch today and find out how we can help you meet your objectives.

Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. *Investment advisory services offered through Avantax Advisory Services℠ ** Insurance services offered through an Avantax affiliated insurance agency. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management℠ does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management℠ or its subsidiaries. Avantax Wealth Management℠ is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.