As a valued client you get a secure, password protected portal to transmit and access your important financial documents from anywhere at anytime.
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 send a portal account request to us via email, from the email address you would like associated with this account. If we have previously set up a portal account for you and you have lost or forgotten your password, please select the "Forgot Password?" link below. 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.
View the video below for information on uploading documents to our Client Portal.