Client Portal

We now offer all clients a portal at no additional charge.  This is a secure website where we can upload tax returns or other sensitive financial information.  Clients log in to the secure site and download the information at their leisure.  Clients can also upload information to us through this portal as well.  Please read the user manual for more details.

NOTE- You must receive an email from our office giving you a temporary password before you can log in.  Once you’ve logged in, you’ll set your own personal password.  We will not have access to your permanent password.

Click here to access portal

User Guide

To view PDF files, you’ll need Adobe Reader:Click here to get Adobe Reader