Client Portal

As a valued client, you get a secure, password-protected portal to store and access your important financial documents from anywhere at any time.

Whether you’re at work, at home or on vacation, you always have access to your tax returns, financial work papers, or accounting database.

This portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts and very large QuickBooks files.

We have upgraded our portal as of 2022 to ensure our clients' security. Please let us know if you need files from our portal prior to 2022. We will assist you in accessing these files upon request.


View client portal security measures.

To start using the client portal please log in here.

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