As a valued client, you will 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 uploaded accounting database. This portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts, and very large QuickBooks files. To start using the client portal please log in by clicking the following link. Please be advised this link will redirect you to the client portal section of the website.
For information on sending a file without creating an account please contact our office for instructions.