Welcome to Your Client Portal
Our firm uses a secure Client Portal to exchange sensitive documents and communicate securely. Although not required, we encourage you to use the Mobile App. Please download using the instructions below.
Active Portal Clients – Access Your portal here
ACCESS OUR PORTAL
If you are an existing client, please email your tax professional to request an activation link. We will ask you for your legal name, email address and last 4 digits of your social security number. New clients, please email your tax professional.
INSTALL THE MOBILE APP
Our clients find the Mobile App very useful. Please download and install once your account is Active. Please permit notifications. Both IOS and Android install links are available here: