To access your secure Client Portal click on the link below and enter your personal sign-in and password. Your sign-in and password will be provided to you via email only after our firm creates your portal.
here to view a demonstration
regarding your Client portal.
Select the BACK key to return to this
To UPLOAD documents through the portal, please use the FILE EXCHANGE folder. From the Dashboard, click on File Exchange and then the yellow folder with your name on it. In the upper right hand portion of the screen you will see the UPLOAD button which allows you to browse for your documents. Please contact our office, if you have any questions.
To SUBMIT your WEB ORGANIZER and documents to our office, so we can begin preparation of your tax return, please click the SEND TO PREPARER button.