As a valued client you have access to our secure, password protected portal from anywhere at anytime. This portal allows us to work together efficiently by securely exchanging working documents, scanned receipts and very large QuickBooks files.
Whether you're at work, home, or on vacation you can contact us to gain access to your tax returns, financial work papers, and other important information.
This feature is appropriate for clients who wish to both send to and receive files from us. If you only need to send data to us, the Quicksend feature may provide a more useful tool.
To use the client portal, please log in at right or, if you are a new portal user, please contact firstname.lastname@example.org or email@example.com and we will be happy to register you as a client portal user.