Client Portal

Our office is always open! 24 hours a day, every day! Anytime! Anywhere!

From your home computer or your smart phone. Everything is now in one place!! Just click on the Access Client Portal button to log in, upload or view your documents, and all securely. 

Secure Client Portal

Current clients can access this on their desktop or laptop computer or on your smartphone for effortless tax management

Simply click on the “Access Client Portal” button on your screen to access on your computer and save the website address as a bookmark so you have it handy. You can also download the highly rated app via the Apple Store or Google Play (for Android).

You can use the client portal to perform various tasks, including but not limited to:

  • Upload your tax documents and view shared uploaded documents such as your completed tax return (your documents are available to you at any time)
  • View/Download/Print your tax return (or other requested information)
  • View your bill or statement
  • Pay your bill and get a receipt of payment instantly
  • Request an appointment
  • Request a task or project that you need completed
  • Update your address, email, telephone, password and other personal information