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.
To start using the client portal please log in above or
register here. Please set up your own user name (e-mail address) and password. Once you are registered we will be notified and we will grant you access to your secure file vault. You can view and download copies of your tax returns and tax related documents upon request.
