We now offer Secure Client Portals that provide a secure online storage area to retrieve, view, and transfer important files such as tax returns, financial statements, payroll reports, and other confidential documents. Federal and state laws continue to get stricter about maintaining the security of clients’ Social Security numbers. Secure Client Portals is an alternative to encrypting emails. My Portal offers similar but better encryption security with easier access for the client. As a valued client you get a secure, password protected portal account to store and access your important financial documents from anywhere at any time. Whether you’re at work, home, or on vacation you always have access to your tax returns, financial work papers and accounting data.
*Please note that only clients can use our secure portal. Once our firm has entered you into our database, you can then use the tab below to sign into your personal portal. However, if you are a prospective client, you may also securely download your supportive documents using the “Guest Exchange” upload & download tabs. Please notify me in advance prior to using the “Guest Exchange”.