As a valued client, you get a secure, password-protected client portal to store and access your important financial documents from anywhere at any time. Whether you are work, at home, or on vacation, you always have access to your tax returns.
This portal also allows us to work together efficiently to exchange financial and tax-related information. You can use the client portal to securely send us documents such as W-2s, 1099s, QuickBooks files, and tax return worksheets & checklists. Please note these items are downloaded by us each day and removed from your client portal once we extract the files.
To log-in to your Secure Client Portal, please CLICK HERE
If you have any questions or need assistance with accessing your client portal, please give us a call.