CLIENT PORTAL
Introducing our NEW CLIENT PORTAL!
Here's our Portal Link to sign up and use it every time you'd like to log on to access your account:
CLIENT PORTAL
Tax Prep - What to expect:
Providing our clients with a seamless way to communicate with us while maintaining their information secure is our top priority. Thanks to the portal high level of security, we'll continue to be able to keep your information safe and available to you at all times.
Our Process
Here's our Portal Link to sign up and use it every time you'd like to log on to access your account:
- 1.
Download the mobile app to use on Apple IPhone
iOS Application - 2.
Download the mobile app to use on Android phone
Android Application - 3.
How to get started with client portal user guide
How to Use Instructions - 4.
Sign up and activate your user account
Go to Client Portal