Secure Client Portal


Access Your Secure Folder

Please sign in, below, to access your secure folder.

Returning Clients: Please click the “Forgot your password?” link, below, and follow the instructions if you need to reset your portal login password.

New Clients: We will need to create your portal login account before you can use it to securely send us your documents. Please call or e-mail our office to request this, or send us a message through our website Contact form.

Please do NOT send any sensitive taxpayer information to us by e-mail!

Thank you!