Client portal

Documents, handled securely

Returns, statements, and source documents move through the encrypted portal — never unprotected email.

  • Encrypted upload and download
  • Signed engagement letters and returns in one place
  • Access for the people you authorise, and no one else

Sign in

Enter the email address I have on file for you.

No password. I send a code each time, and your second factor confirms it is you.

What to upload

Prior-year returns, statements, agency notices, and the year’s books — whatever the engagement calls for.

Not a client yet

Access is set up when an engagement begins. Describe your situation and I’ll tell you what it takes.

Need help signing in

Call (945) 227-1377 during office hours, or send a message and I’ll reply within one business day.