Client Portal
We use a secure, password-protected portal to give you one central platform that's easy to access anytime and on any device. This portal allows us to collaborate with you throughout every step of our service offerings.Â
A few features of our portal include:
Document management - scan, upload, and approve documents securely and with encryption
E-signatures - no more paying for postage or making a separate trip!
Secure messages - a mobile friendly alternative to emails and SMS that is fully compliant with IRS recommendations
Mobile app - iOS and Android app is available for a modern mobile experience
To use our portal, please click HERE.