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Client Portal

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Want to Access Your Online Portal?

As a valued client you get a secure, password protected portal to store and access your important financial documents from anywhere at anytime.

Whether you’re at work, home, or on vacation you always have access to your personal or business tax returns, past or present as well as business financial documents and reports.

This portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts and very large QuickBooks files.

To start using the client portal please log in or complete the registration process.