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Client Portal

Our Client Portal provides individual and business clients an easy way to store, view, and retrieve their tax returns and other financial documents.  It also is used to transfer data and exchange information with us - on a 24/7 basis, when it is convenient for you.

Many of our clients use our secure portal to electronically store their wills, insurance policies and other important documents as an alternative quick access source to their traditional file cabinets or other filing systems. Doing so provides convenient access from anywhere with an Internet connection.

Sign In
If you already have an account, enter your email and password.

 

Many documents on this client portal are Portable Document Format (PDF) files. Click below to install the free Acrobat Reader program.

If you do not have an account yet please request one through our Contact page.

All communications between our firm and the user are encrypted using the Secure Socket Layer (SSL). This is the same functionality used by banks and popular e-commerce services for secure communication. We also store your files encrypted when they are at rest on our servers, adding an additional layer of security. To protect against data loss, our servers are equipped with technology that automatically mirrors all data in real-time to two separate locations. Regular incremental and full backups of all system data are performed, including off-site data backups stored in two separate secure physical locations, to protect against almost all disaster scenarios.