As a valued client we now offer you a secure, protected portal to access your important financial documents from anywhere at anytime. Once you put a file on this server an email is automatically generated to let us know that we have data from you, and when we upload documents to your portal, an email is automatically generated to let you know that you have secure data ready to access. This area maintains total privacy with high-level encryption - just as secure as if you delivered or picked up the documents in person.
Best of all, this portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts and very large QuickBooks files quickly and easily – no trips to the post office and no trips to our office.
If you prefer, you may log in directly to your portal below and manage your files from there. If this is your first time attempting to access your portal you'll need to request a password from us first. Just send an email to This email address is being protected from spambots. You need JavaScript enabled to view it. and you will be sent a secure email with your temporary password.
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