Client Portal
Your all-in-one secure platform for managing documents, payments, and communication
256-bit SSL Encryption
SOC 2 Type II Certified
Multi-Factor Authentication
PCI-DSS Compliant
Secure Mobile Access
Portal Features
Everything You Need in One Place
Our secure client portal streamlines your tax preparation experience with powerful features designed for your convenience.
Secure & Compliant
Your data is protected with industry-leading security measures.
- Bank-level encryption for data in transit and at rest
- SOC 2 Type II-certified infrastructure
- Multi-factor authentication
Centralized Document Management
All your important documents in one secure location.
- Secure document upload and storage
- Organized access to tax returns and financial documents
Electronic Signatures
Sign documents quickly and securely from anywhere.
- Built-in e-signatures
- Fully paperless workflow
Billing & Payments
Manage invoices and payments conveniently online.
- Online invoice delivery
- Secure PCI-compliant payment processing
Seamless Communication
Stay connected with your CPA securely.
- Encrypted and Confidential Messaging
- Automatic notifications
24/7 Accessibility
Access your information anytime, anywhere.
- Web and mobile access
- Secure access anytime
1
How It Works
Create Your Account
Reach out to become a client and we'll send you an invitation with login credentials.
2
Upload Documents
Securely upload your tax documents, W-2s, 1099s, and other relevant files through the portal.
3
Review & Sign
Review your completed return, ask questions, and sign electronically – all from the portal.
Ready to Get Started?
Contact us to start onboarding and set up your secure client portal account.