14 full Layers of Security
Client Portal
As a valued client, you get a secure, password-protected portal to store and access your important financial documents from anywhere at any time.
To start using the client portal please log in below:
For quicker processing of your annual tax return information, please send your information to the attention of our Admin Team.
Securely Send Us a File
Use our convenient SecureSend page to securely deliver a file directly to a member of our firm. The selected firm member will be notified once your file upload is complete.
Alternatively, you may also login to our Secure Client Portal to send us a file. If you do not currently have a Portal Account, you may register for one here.