Client Portal

Because identity theft is on the rise, we are encouraging you to use our new portal system to transmit your tax-related documents.

If you have not used the portal before and you want to, please send an email and we will send a portal invitation along with the portal user guide. It’s easy.

The portal’s increased security and efficiency helps both you and us in the long run.

Portal Instruction Document

Included in the portal user guide are the following:

  • Logging In
  • Downloading Files
  • Uploading Files
  • Working with Files
  • Advanced Features
  • Working with Folders