As our valued client, you get this secure, password-protected portal to store and access your important financial documents.
Whether you're at work, or at home, or on vacation, you always have access to your tax returns, financial work papers, or accounting database.
The client portal allows us to work together very efficiently by securely exchanging documents, scanned files, and very large QuickBooks files.
Please watch this video to see how the portal works. Learn how to use the SecureSend feature to quickly send, exchange, files to theÂ secure portal environment. (View client portalÂ security measures.)
To start using the client portal please log in above or register here.
To send a file without creating an account use the SecureSend page.