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Client Portal

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

Whether you're at work, at home, or on vacation, you always have access to your tax returns, financial work papers, or accounting database.

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

If you are a client, please click here to log in or register for our client portal.

To send a file without creating an account use the SecureSend page.

We want to hear from you!

Please fill out this form and let us know how we can be of service. We will happily offer you a free consultation to determine how we can best serve you.

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