Existing Portal Clients
Register for the Portal
The most secure way to send documents is through our client portal. We encourage you to set up and use the portal. The technology used to create this portal is compliant with the latest industry guidelines. To register for our client portal:
We will automatically receive an email so that we can approve your request. You will receive a confirming email that your portal is available for use. This process should take less than 24 hours.
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.