The Simple, Secure Way to Collaborate

 

 

Client Portals

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For individual tax returns, we utilize Intuit Link to exchange files easily, and more importantly, securely between our clients and us.  To learn more about the service, go to the Intuit Link website support for taxpayers.

If you are interested in using the secure portal, please send an email providing your name and email address to us.

If your Intuit Link account has already been activated, click on the Intuit Link icon below to go directly to the sign-on page.

For Business clients, we use ShareFile to store and access important financial documents from anywhere at any time. This portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts, and very large QuickBooks files.

If you are interested in using the secure portal, please send an email providing your name and email address to us.

Sign In

To send a file without creating an account use the Remote Upload Page.