Client Portal


The Portal is a secure extension of our website designed to allow you to access your files, accounting data, Web Organizer and other data we have posted for you from anywhere you have internet access.  You may also securely upload files to us through the Portal, such as large QuickBooks files.  To access the Secure Portal you must have your client ID and password. If you do not have an ID and password, please contact your CPA for setup. 


Email your CPA: