Returning Clients
As a valued client you get a secure, password protected portal to store and access your important financial documents from anywhere at anytime.
New Clients
First Step To Access our Secured Portal
To start using the client portal please register here.
Next Step
After you register, a tax organizer will be emailed to you. Our tax organizer helps you organize your tax information to ensure that you don't miss any important deductions. You can either scan and upload the completed tax organizer to our secured portal or email it or fax it to us. We recommend using the secured portal remember for security reasons. You can return to this organizer at anytime, using your unique Username and Password, to complete any unfinished items.
Purpose of Portal - Whether you're at work, home, or on vacation you always have access to your tax returns,and supporting work papers.This portal also allows us to work together efficiently by securely exchanging working documents, scanned Tax Organizer,W-2's, 1099's and other tax information.
To learn more why a secured portal is an important alternative to email and traditional document delivery methods, please this section of our website. Also, to understand the security features of a SAS 70 Certification please read this additional information.
