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Client Login


Just want to quickly send us a file? Click here to use our file drop.


Welcome to your Secure Client Portal.
To securely view and download returns, your organizer, invoices, or to use the File Exchange,
log in with your portal credentials below.

If you have not already received your client login, please contact our office.

All communications between our firm and the user are encrypted using the Secure Socket Layer (SSL). This is the same functionality used by banks and popular e-commerce services for secure communication. We also store your files encrypted when they are at rest on our servers, adding an additional layer of security. To protect against data loss, our servers are equipped with technology that automatically mirrors all data in real-time to two separate locations. Regular incremental and full backups of all system data are performed, including off-site data backups stored in two separate secure physical locations, to protect against almost all disaster scenarios.