Client Portal

Sending tax documents just got faster- and safer

We use a security-encrypted web portal to share information with our clients. The portal can be used to send your tax organizer, documents, and related information. Most file types are accepted, with Adobe PDF and Microsoft applications preferred. The portal is much more secure than an email attachment, which could be intercepted and viewed by anyone.

Start here

  1. New users must Contact us for initial portal setup.
  2. Returning users can access the Login page at any time.
  3. Remember to keep your username and password accessible and in a safe location.


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