Secure Client Portal

Use the Secure Client Portal to securely send and receive files
Need to send confidential documents to us (like a W-2’s or 1099’s) or access files? Send us a request by email and we will create an account within our portal. You can then log in to the portal below and upload documents. You can also conveniently and securely access your current or prior-year tax returns from your computer or mobile device. All files are encrypted using 256-bit SSL (Secure Sockets Layer). This is the same security used by banks and many e-commerce sites such as Amazon.com. Files are stored for up to 3 years.

Client Portal Login

Download Secure Client Portal App: