If you do not already have a Client Portal account, please Contact Us to acquire access so that you may upload a completed Credit Card Authorization Form to a secure area.
Our Client Portal is provided as a convenience to our Business and Personal tax clients.
Please use the Portal as a secure method to:
- View your business accounting and tax records
- View your personal tax records
- Send or receive confidential information
- Send or receive large files
- Multiple access levels can be established with individual password protection
If you have not already done so, please Contact us to establish your Portal access.