CLIENT PORTAL

Our client portal is a secure area for us to share sensitive information with you, such as your tax returns. Documents in your client portal can be accessed at any time, from any device.

Not only can you access your documents, but you can access those of your related entities, all with one login.

If you have not received your login details for your client portal, please contact our office.

Test login

LOGIN CODE   (Usually your email address)


PASSWORD


SCROLL DOWN FOR HELP USING OUR PORTAL
PORTAL HELP

View Our Help Videos

Getting Started

Set Up Your Login

Username & Password

Set Up Your Login

Autheticator App

Signing Documents

One Person To Sign

Signing Documents

Multiple People To Sign

Finding Documents

Completing Checklists