As a valued client you get a secure, password protected portal to store and access your important financial documents from anywhere at anytime.
First Step To Access our Secured Portal
To start using the client portal please register here.
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.