Client Portal

Our client portals offer 24/7 access to your files.  Need a copy of your tax return or financial statement?  Download one anytime from the Perm folder in your private, secure portal.

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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