Client Portal

Portal Login

As a valued client you get a secure, password protected portal which allows us to work together efficiently by securely exchanging working documents, scanned receipts, very large QuickBooks files and a host of other documents.

Whether you're at work, home, or on vacation we can make copies of your returns & documents available to you for a small processing fee, you also have the option of receiving a digital copy of your tax return at time of preparation for no additional charge.

To start using the client portal please log in above or register here.

Just as securely and even without a portal you can send us documents immediately using our NEWLY added QuickSend feature.


 

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