Benefits of Using The Client Portal

update-clipart-update-clipartOver the past five years, tax-related identity theft has been on a steady rise. Unfortunately, the IRS has been slow to respond to this increasing threat and the situation has accelerated significantly.

We have been monitoring the situation closely and have made significant investments to help protect you from this threat. Over the past several years, we have invested heavily in secure client portals to minimize your risk and exposure.

Our secure client portals will shield you from the threat of an information or data breach and allow us to exchange information in a highly secure environment. You are able to access and sign your tax returns, send supporting documents, pay your invoice, and communicate with us without the fear of your information or identity being compromised.


  • Peace of Mind– A secure place to house all of your confidential documents as well as added protection from tax-related identity theft.
  • Ease of Access—You can access your information when you need it.
  • Proactive Collaboration—Easily stay connected and communicate with us on a regular basis.
  • You Already Use Them—If you access your bank accounts or retirement funds online, check in to your online health portal you are using portals!

For your convenience, we have included frequently asked questions (FAQs) to address some common questions and concerns.

Please feel to contact us directly, if you have any questions on client portals can enhance your experience with us.

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