As a valued client you get a secure, password protected portal to store and access your important financial documents from anywhere at anytime.
Whether you're at work, home, or on vacation you always have access to your tax returns, financial work papers, or accounting database.
This portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts and very large QuickBooks files.
If you would like to utilize this feature, you will need to request a temporary password via email, from the email address you would like associated with this account. For more information, please review the user guide here. If you have already registered, please log in below to access your account.
Due to the high volume of uploads during busy season, we appreciate multiple files being compressed into a single file. If you need instructions on how to do this, please review this video.