Client Portal

This feature allows our clients to:

  • Have their returns completed remotely (contactless).
  • Send and receive confidential messages and documents safely and securely.
  • Answer questions and send information needed to complete your tax return.

Click here to visit our client portal!

To sign up for a portal account, please contact us.

Need to send a document to us and don’t have an account?
Visit our portal site and click “Upload a file to us” and follow the instructions.

Note: We are unable to provide technical support on using your equipment for scanning your information. We can only provide support for the actual use of the software.