Secure Client Portal


We utilize ShareFile to exchange files easily, and more importantly, securely.  ShareFile uses high-grade security encryption and offers our clients the option to create or access an existing folder where important tax documents can be stored and accessed only by you.  To learn more about the service click on the above icon to navigate to the ShareFile website.

If you are interested in using the secure portal please send an email requesting an account activation to

Client Portal Login

Download Secure Client Portal App: