Secure Client Portal

Client Portal Login

Download Secure Client Portal App:

We are pleased to provide, as a service to our clients, a secure, password protected account for sharing and storage of your important tax documents.  You can access your account from your mobile device or computer, day or night, anywhere in the world as long as you have internet access.
Your account is easily set up by our staff. Once the account is ready for you to use, we will send you detailed log in information and instructions to help you use your client account.

Ready to log in? Just sign in above using your Client ID and Password.

We understand that login Client ID’s and Passwords can be forgotten or you may need help sharing or viewing documents. Please click on Forgot Your Password? or send us an email at to tell us what you need help with.


The security of your personal information is important to us. Our secure client portal uses secure socket layer protocols and encryption methods to safeguard your information when documents are transferred in and out of your account and while in storage. We are happy to answer any questions you may have about how we safeguard your information. You can get more information on our page about How We Safeguard Your Information.