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Finance & Tax

Client Portal

Secure access for existing clients

Upload documents, review drafts, sign forms, and message us — all in one encrypted place.

Open Client Portal
New to our firm?
The portal is for existing clients only. If you are looking to engage us, please contact us first and tell us about your situation. Once you are engaged with our firm, you will receive a portal invitation by email — use that invite to set up your account.

What you can do in the portal

  • Upload tax documents through an encrypted connection — never send sensitive files by regular email
  • Review and approve draft returns
  • Sign engagement letters and e-file authorizations electronically
  • Pay invoices securely
  • Message us with questions and keep everything in one thread
  • Access final copies of your returns anytime
Open Client Portal New Client? Contact Us