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 information is not available on the portal until you request us to initially upload the information. You must contact our office if you wish us to make this information available to you online and you must also register as noted below.
This portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts and other large files.
To start using the client portal please log in above or register here.