As a valued client, you can register for a secure, password-protected portal to share your important financial documents with your tax advisor from anywhere at any time.
Whether you're at work, at home, or on vacation, you can always have access to your tax returns or financial work papers. While we do not use your portal folder as our traditional storage system, you can request that we upload any of the records that we retain for your accessibility.
This portal also allows us to work together efficiently by securely exchanging working documents, tax records, scanned receipts, and very large files.
Check out this video to see the portal in action. (View client portal security measures.)
To start using the client portal please log in above or register here.
If you are a current client initiating your own portal account, it will not be active until approved by our partner team. Please be patient and it will be approved. Please also contact our office once all of your documents have been uploaded so we know to log you in for preparation.
While we prefer you send your documents through the portal, you may send a missing document using the SecureSend page. If you have a portal account, please use the portal instead. Please only use this function for a missing document you need to send your tax advisor and be sure to notify them by email when sent. A portal account is required for electronically submitting all annual tax materials and also for receiving a copy of your tax returns electronically.