Portal Login

Welcome to your Secure Client Portal. Here you can upload and download sensitive files securely.

This is a secure extension of our website designed to allow better, more convenient communication exchanges of information. You can access your personal and business tax returns and financial statements through this portal. If you do not have an account and wish to learn more about this service, please contact our office.

If you do have a current account, please login.

All communications between our firm and the user are encrypted using the Secure Socket Layer (SSL). This is the same functionality used by banks and popular e-commerce services for secure communication. We also store your files encrypted when they are at rest on our servers, adding an additional layer of security. To protect against data loss, our servers are equipped with technology that automatically mirrors all data in real-time to two separate locations. Regular incremental and full backups of all system data are performed, including off-site data backups stored in two separate secure physical locations, to protect against almost all disaster scenarios.