Client Portal








Forgot password?


LOG IN TO THE PORTAL - INSTRUCTIONS

After having set up your account, which you will do one time, you can now log into the portal. Type the User Name and Password you entered during your account set up. Then click the Log In button above.

Note: For your protection, the password characters will not appear. Once you’ve successfully logged in, you will see your secure portal page. Your secure page can only be accessed by you and our authorized personnel.

 

HELPFUL VIDEOS:

How to log on to the portal

How to upload documents to your portal

How to download your tax return and other documents from your portal

How to reset your password