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 that you have requested we load to your client portal.
This portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts, and very large QuickBooks files.
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.
Once you have registered for the client portal, your account will not be usable until approved & activated by the firm. You will receive an email once this process is done. Afterwards, your client portal will be available for your use.
To send a file without creating an account use the SecureSend page.
