Secure Client Portal

We’re excited to introduce our new secure client portal, powered by TaxDome, designed to make working with us easier, faster, and more secure than ever.

1. Follow the email invitation we sent you.
2. Create your secure password.
3. Start uploading documents and messaging us right away.
    

2024 Clients: We sent out an email in January for you to log into your new portal. If you missed it or did not receive it, contact us to get a new link sent to you.

New Clients: Click "sign-up" at the bottom of the client portal page.

This portal is your one-stop to:

📄 Upload and download tax documents securely

 ✍️ Review and e-sign forms electronically

 💬 Message us safely in one place

 📅 Track the status of your return or services

 🔐 Keep your personal and financial information protected