Client Login
Access to this section of our website is reserved for clients who have requested our portal services.
This is a secure extension of our website designed to allow better, more convenient communication exchange including documents and services.
If you have a current account with us, please login. In order to login to your personal portal, enter the login and then the password.
The password is no longer the combination of the taxpayer’s SSN+Zip. You will be prompted to change your password from this format if you have not done so already. New clients will receive a registration email when their portal is setup. If you never received the registration email, please contact us for your login information or to have the registration email sent again. If you cannot remember your password, please click on “Forgot password?” after a failed login. Here you will be able to retrieve a temporary password via email. This will enable you to setup a new password. Please click on “How to Complete Your Organizer” for additional instructions. Please remember to print your engagement letter, sign it, and return it to us with your tax information.
If you would like to learn more about this service, please feel free to contact us.
How to Complete Your Organizer
How to View and Download Files
All communications between our firm and the user are encrypted using the Secure Socket Layer (SSL). This is the same functionality used by banks and popular e-commerce services for secure communication. We also store your files encrypted when they are at rest on our servers, adding an additional layer of security. To protect against data loss, our servers are equipped with technology that automatically mirrors all data in real-time to two separate locations. Regular incremental and full backups of all system data are performed, including off-site data backups stored in two separate secure physical locations, to protect against almost all disaster scenarios.
