Client Portal Login
ACCESS: To access your secure Client Portal click on the link below and enter your personal sign-in and password. Your sign-in and password will be provided to you via email only after our firm creates your portal.
To UPLOAD documents through the portal, please click the Documents to Preparer link under the My Folder section. In the right window, click the Upload link. Click the Select button to search for the file you would like to upload. The file should display under the button. Click the Upload button. The file will display in the right window. You have the opportunity at this time to rename or delete the file if necessary. Your preparer will be notified that a file is ready for downloading from you. Please contact our office, if you have any questions.
To SUBMIT your WEB ORGANIZER and documents to our office, so we can begin preparation of your tax return, please click the SEND TO PREPARER button.