CLIENT PORTAL

As a valued client, you get a secure, password-protected portal to store and access your important financial documents from anywhere at any time.

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Whether you're at work, at home, or on vacation, you always have access to your tax returns, financial works papers, or accounting database.

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This portal also allows me to work together efficiently by securely exchanging working documents, scanned receipts, and very large QuickBooks files.

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View client portal security measures here

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Existing clients please log in.  New clients will receive a link to register via email.

 

Read our privacy policy here