Client Access

Our valued clients are provided a secure, password-protected portal to store, transfer and access financial documents from anywhere at any time. This portal provides the secure exchange of sensitive documents. You can also use these links to transfer tax forms, QuickBooks files and other data safely and securely to us.

Sharefile - Use this to send us a file without creating an account. (Sharefile is limited to 5 documents, not exceeding 2GB in size)

FileShare - To share and transfer multiple documents or larger files such as QuickBooks click here to log in or set up your own personal account.  This will allow you access your data and upload all your files and documents safely and securely.



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