Client Portal

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

Whether you're at work, 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.

In the Accounting and Tax business, it's tough to go completely paperless and green.  We try, however, by not sending you hard copies of tax returns unless you ask.  Please download your PDF version of the tax return.  It takes less storage space and doesn't kill trees either!

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