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.

In an effort to keep your data secure, multi-factor authentication is now required for all portal accounts.  Please see setup instructions below.

Click here for Login

Multi-Factor Authentication Set Up Instructions

MFA Help & FAQ

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