Client Portal

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 have not previously activated your client portal, please contact me for your activation link.



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.

Portal Login


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