Client Portal

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.

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.
(After you submit your request, you will need to wait to be approved by the administrator of the client portal to log in and upload your documents. If this requires immediate approval, please call our office directly.)

To send a file without creating an account use the SecureSend page.

Please be aware, clients setting up new portal profile need to be approved by our office before you can log in. Our office checks frequently for new portals, for immediate approval please call our office at 631-271-7788