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Client Portal

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As a valued client, you get a secure, password-protected portal to store and access your important financial documents from anywhere.  This portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts, and very large QuickBooks files.

Need a copy of a previous year tax return?  Give us a call, and we can upload a copy for you.  Want us to review a tax-related document you received?  You can scan it, upload it to the portal, and we will have quick access to that document.

Check out this video to see the portal in action. See how to use the SecureSend feature to quickly and easily send files to the secure portal environment. (View client portal security measures.)

To start using the client portal please log in above or register here.

To send a file without creating an account use the SecureSend page.

We will not store documents on the portal after December 31 of any given tax year.