Client Portal

In our increasing efforts to safeguard your data, while adding flexibility, we have added the ability for clients to securely upload their tax documents to us using SecureFilePro. This portal offers built-in security, reliability and privacy, which cannot be said for sending documents openly by fax or e-mail.

If you would like to request access to our portal, contact your preparer or e-mail us. Once we set up your portal account, you will receive an e-mail containing instructions on how to proceed.

For clients that have a portal account already, you may access it here: