Secure Client Portal

Our secure client portal offers you a convenient way to transfer data, and convey information. It’s private, secure and provides you 24/7 access to your documents from any internet connection.

  • When we upload files for you to download, you will be notified by e-mail. You will then use your login and password to securely retrieve your file.
  • When you upload files for us to retrieve, we will be notified as well.

Whether you’re at work, home, or on vacation you will have access to your tax returns and financial work papers. You can make a hard copy of your return by printing the pdf file. The information will be available until the end of the filing year.