Secure Client Portal
Access Your Client Portal
As a valued client, you get a secure, password protected portal to store and access your important financial documents from anywhere at anytime. Whether you're at work, 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.
Client Portal Access
Full Control • File Management • Ongoing Access
Best for ongoing file management and organization. Access your secure client portal to upload, organize, and manage all your files. Perfect for regular clients who need full control over their documents.
Login to Your Portal
Access your secure client dashboard
Click the button below to access your secure client portal:
Access Client PortalOpens in a new secure window
Organize files in folders
View upload history & status
Receive messages from your CPA
Download completed returns
Bank-Level Security
Your files are protected with the highest security standards.
256-bit Encryption
All files are encrypted with military-grade security during transfer and storage.
Secure Access
Multi-factor authentication and secure login protocols protect your account.
Privacy Protection
Your data is protected with strict privacy controls and compliance standards.