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 Citrix ShareFile. This portal offers built-in security, reliability and privacy, which cannot be said for sending documents openly by fax or e-mail.

You can click on the link below to use GUEST file transfer (on the right).  Be sure to choose the correct preparer (Kathy, Jessica, Carole).

If you would like to request you own ACCOUNT in 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: