Secure uploads
Send receipts, statements and tax documents through an encrypted connection.
Client portal
Your documents and reports, in one secure place.
Upload documents, sign forms and review your financial reports anytime, from any device, without sending sensitive files by email.
Client portal access is by invitation.
Each client receives a personal, secure invitation by email during onboarding. If you are a current client and have not received yours, contact us and we will send it within 12–24 hours.
Inside the portal
Everything you need, nothing by email.
E-signatures
Review and sign engagement letters and tax forms online in minutes.
Reports and returns
Find your financial reports and filed returns whenever you need them.
Requests and messages
See what documents we need and message our team in one place.
Learn how we protect your information in our data security statement.
Request access
What happens next.
- You send a requestFill in the form with the name and email we have on file for you.
- We verify your identityFor your security, we confirm every request by phone or email before granting access.
- You receive a personal invitationA secure invitation link arrives by email within a few minutes, during office hours (Monday – Friday, 9:00 AM – 5:00 PM).
- You set up your loginCreate a strong password and turn on two-step verification. You can then upload documents, sign forms and view reports.
Not a client yet? Book a free consultation first; portal access is set up during onboarding.