Secure Client Portal

CLICK HERE TO LOGIN

Forgot your password? Use the above link to login into the Client Portal, then follow the instructions to get or change your password.

GUIDE TO USING THE CLIENT PORTAL

Client Portals have become popular. Most likely, you are already using one whether it is at your doctor’s office, your financial institution, or child’s school. We continuously strive to provide our clients with relevant technological services.

Our Client Portal creates an instant and secure online channel of communication between you and your tax preparer. To best ensure your privacy, and in keeping with current federal privacy laws, we cannot fax or email documentation that contains personally identifiable information. Client portals provide a secure and encrypted exchange of your financial information between you and our office.

Using the portal is optional; however, it is a streamline communication system that will allow us to serve you better.

DID YOU KNOW?…

If you have an iPhone or iPad you actually have a scanner. Save yourself a trip back to the office and upload the forgotten document directly to your account! Use the scan feature on your iPhone or iPad to convert the document to .pdf format.

It is secure and simple!

Click the Note app on your device
Open a new note
Press the camera button
The option to scan document will pop up
Once the document is scanned, you can upload it directly to your account.

Scanning the document as a .pdf file makes it a clear, legible document.