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.

1. You'll receive a link to our online portal, to access all of your documents anytime, from anywhere. You can also download the mobile app to use on Android or iOS. The mobile app has a built-in scanner!

2. All documents are available for you year-round --- our portal is fully secure, and your data is protected. You are also able to turn on 2FA (Two-factor Authentication) to secure your data further.

3. We will send documents to you for electronic signature and invoices will all be payable directly within our portal.

4. We will send you secure messages that may contain to-do's if we need specific information from you (bank statements, W2, etc.)

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: