Client Portal

Portals are secure spaces on the Web where we can converge on information and share files, comments, and ideas in a user-friendly manner. If you have been directed to this site as a Guest, then it means that one of the Portal’s Master Account holders has set up a guest account strictly for you. Your account will contain documents, classification folders, comments, and various tools for providing a secure place for you and the person or organization who set up your account.

The Client Portal will allow you to access your tax information via a secured website. Once a document is uploaded, access is instantaneous. The client portal is faster than regular mail and more secure than e-mail. You can retrieve tax returns and send them to your bank or loan broker at your convenience. Or print out a copy for yourself.

As a valued client, you get a secure, password-protected portal to store (for a limited time) 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, tax returns, scanned receipts, and very large QuickBooks files.