Client Portal

Access your files with our secure, online document sharing application.





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Click here for Client Portal Frequently Asked Questions

After logging in, select File Exchange on the left side to view your Perm, Temp, and Tax Organizer (individual clients only) folders.

To upload files to us, select the Temp folder, then the Upload button.  Files in the Temp folder will be automatically deleted after 14 days.

You must have Adobe Acrobat Reader version X or higher to view PDF files on the portal.

Adobe Reader