Client Portal

Your documents when and where you need them. 


Your life doesn't run by "office hours" and you should be able to access your documents at times that make sense for you.



We give clients a secure login to unlimited cloud document storage that only you and your accountants can access. Your documents are always at your finger tips. 

 You can finally empty out that filing cabinet, and upload your financial documents in one easy to manage location. If you ever need them, say to buy that dream house, you'll know right where they are. 


To ensure a seamless tax process, as you receive your tax documents, send them straight into your file. Your accountant will be able to communicate securely and send you documents for your review.

Our portal uses a high level of encryption to protect all your personal contact information contained in electronic documents such as Social Security numbers and other private data.  You'll quickly and securely upload or download multiple electronic files, such as personal or business tax information, large QuickBooks files and/or financial statements. You may setup additional sub-folders to upload and transfer files by entity or group. 

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