As a valued client you get a secure, password protected portal to store and access your important financial documents from anywhere at anytime.
Whether you're at work, home, or on vacation you always have access to your tax returns, financial work papers, or accounting database.
This portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts and very large QuickBooks files.
To start using the client portal please log in above or register here.
Once you have registered, an administrator at our office will activate your account. We generally activate accounts during regular business hours, but during filing season we will have extended hours. You will receive notification of activation and you will be ready to begin using the portal.
If you have any questions, please do not hesitate to contact us.