Client Portal Information
Save time by securely sending your accounting files to us through our website. To send a file without creating a portal account, use our Secure File Upload. Secure File Upload allows you to send us a secure message with an attachment.
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As a valued client you get a secure, password-portal to store and access your important financial documents from anywhere, at any time. Whether you're at work, home or on vacation you will always have access to your tax returns and other documents. This portal also allows us to work together efficiently by securely exchanging work documents, scanned documents and QuickBooks files. Simply use your ID and password established with our previous file transfer program.
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