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.
If you have previously registered for the Client Portal please click here to access the portal. If you need a new invitation to register for the portal, please click here. Please keep in mind that this link will expire in 7 days.
To send a file without creating an account use the SecureSend page.