We value our clients and the security of your data is important to us. For your convenience, we offer a secure, password-protected portal to store and access your financial documents. Use the client portal to access your documents from anywhere at any time. It is also mobile-friendly, so you can scan, snap a photo or drop file in. Whether you’re at work, at home, or on vacation, you always have access to your documents. This portal also allows us to work together efficiently by securely exchanging financial documents, scanned receipts and other large files.
EXISTING CLIENTS may use the same username and password used last year. The Tax Organizers can be downloaded from the Resources Page on our website.
We offer an option for you to exchange documents via the portal without registering. To send a file without creating an account, use the Guest Exchange Option.
CLICK Here TO ACCESS CLIENT PORTAL
NEW CLIENTS may register and start using the client portal by filling out the form below.
Prior Year’s Files will be permanently deleted on 2/1/2024. Please download a copy of your Tax Return if you have not done so already.
*Always keep a copy of your tax return. The turnaround time for tax return copies is 7 days and a fee may be charged.