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As a valued client you get a secure, password protected portal to store and access your important financial documents from anywhere at anytime.

Whether you're at work, home, or on vacation you always have access to your tax returns, financial work papers, or other important information you choose to store.

This portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts and  QuickBooks files.

To use the client portal please log in above or contact us to get registered.