As a valued client you get a secure, password protected portal to store and access your important financial documents from anywhere at anytime. Whether you're at work, home, or on vacation you always have access to your tax returns, financial work papers, or accounting database.
This portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts and very large QuickBooks files.
To start using the client portal please log in using your normal tax portal login or contact our office to set one up. If you need to use the file exchange feature, please contact our office to turn that function on.
