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Client portal
A private place for returns, working papers, and the documents we ask you to send.
Access is issued for each engagement
The portal is how clients share source documents and review what we have prepared. It is not a public login. We send access after the engagement is in place, to the email on the file.
- Upload statements, receipts, and prior returns
- Receive drafts and filed copies in one thread
- Keep payroll and tax records out of a regular inbox
If you already received a sign-in link, use that email. If it expired, request a new one below and we will reissue it.
New to the firm? Book a consultation first. Portal access follows the engagement letter.