As a valued client, you get a secure, password-protected portal to store and access your important financial documents from anywhere at any time.
Whether you're at work, at home, or on vacation, you always have access to your tax returns, financial works papers, or accounting database.
This portal also allows me to work together efficiently by securely exchanging working documents, scanned receipts, and very large QuickBooks files.
View client portal security measures here
Existing clients please log in. New clients will receive a link to register via email.