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.
Click here for detailed instructions on how to use the portal.
Client PortalFor the 2024 tax season, our vendor has added a two-factor authentication requirement in order to provide an extra layer of security to access sensitive information. There is no app needed in order to do so. Nothing has changed in regard to the format of the portals. The only change is the two-factor authentication to access your documents. Existing clients, please click on the link below which will walk you through a step-by-step tutorial on how to upgrade your account. Upgrading your account is necessary in order to access your client portal and to continue sending documents securely. Thank you! Click here to upgrade to new portal sign-on experience:
This Link will bring you to the Portal Login |
