Client Portal

This portal saves you time from dropping off or faxing over important documents needed to complete your tax return, and saves you money from printing and travel expenses. Most importantly, it provides a very secure way to share information.

Step 1

Register for our Client Portal below

Step 2

Check your email and activate your account, then complete the online client data form in Client Portal

Step 3

Upload your documents in the client portal

Register for our Client Portal

Already a Client?

Login HereĀ