Client Portal

Our Client Portal allows us and our clients to exchange information safely and conveniently, while spending less time printing, faxing, emailing, and mailing accounting and tax documents.

Please contact us at if you do not have a Client Portal account already established.

Benefits of our Client Portal include:

  • Clients can upload accounting and tax documents at their convenience.
  • We can share accounting documents and tax returns directly with our clients. Clients can access whenever it’s convenient, from any computer or mobile device.
  • Client records and files are always protected using tough, industry-standard security measures. All transmissions are secure, and files are encrypted.
  • Our Client Portal is web-based, and works with just about any browser and computer and mobile device. Uploading, downloading, renaming, and deleting files is simple and quick.