Client Portal / Tax Orgnaizer

Portal Login

As a valued client, you get a secure, password-protected portal to store and access your important financial documents from anywhere at any time.

This portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts, and very large QuickBooks files.

Check out this video to see the portal in action. (View client portal security measures.)

To start using the client portal please log in above or register here.

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