Client Portal
Your secure client portal.
Already a client?
Sign in to your secure portal to upload documents, sign forms, and message us.
Log inProtected by multi-factor authentication
Portal login link is being connected.
Trouble logging in? Contact us and we'll help.
What you can do
Built for how we actually work together.
Upload securely
Send documents through an encrypted portal instead of email attachments.
Sign forms
Review and sign engagement letters and tax documents electronically.
Message your CPA
Keep questions and answers in one organized place.
Track progress
See what’s needed from you and where things stand.
Getting access
How to get into your portal.
- 1
Become a client.
Book a free consultation. Once we agree on scope, we send an engagement letter.
- 2
We invite you.
You'll receive a secure email invitation to set up your portal account — you don't create one in advance.
- 3
Set up MFA and log in.
Turn on multi-factor authentication, then upload your documents and sign forms securely.
Security
Protected by design.
Your financial and identity documents deserve real protection. The portal is encrypted, access-controlled, and requires multi-factor authentication — and it's the only place we handle your sensitive records.
- Encryption in transit and at rest
- Multi-factor authentication on every login
- Access controls — least-privilege by default
- Activity logging on portal access
- No loose email attachments for sensitive data
- Practices aligned with IRS Pub 4557 & the FTC Safeguards Rule
Portal questions, answered.
Not a client yet?
Book a free consultation and we'll get you set up with secure access.