Secure Client Portal

Need to send a confidential document to us (like a W-2 or 1099) or access files? Send us a request by email and we will create an account within our portal. You can then log in to the portal on our website and upload a document. Conveniently and securely access your current or prior-year tax returns from your computer or mobile device. All files are encrypted using 256-bit SSL (Secure Sockets Layer). This is the same security used by banks and many e-commerce sites such as Amazon.com
Client Portal Login

Download Secure Client Portal App: