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Secure Client Portal

Welcome to our Secure Client Portal!

With your own unique login, you will be able to:

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Transfer Files Securely

You'll be able to securely transfer large files of any format to our office. We use bank-level security to ensure your confidential materials stay confidential.

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Save Time and Money

You don’t have to print and mail your documents. Whether you are sending us invoices for your accounting or tax documents for your tax return, just scan and upload to your secure portal. We will have access to your documents within seconds.

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24/7 Access

You have access to your reports and returns when it is convenient for you—at any time, in any place, and from any device. The process is secure and easy.

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Meet Without Leaving Home

One comment we have from clients is how great it is to have a meeting without having to leave their home. After doing the work, we can meet via phone, Skype, or zoom to go over the results and answer any questions.