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Client Portal / File Upload

We can receive documents securely in the following ways:


Upload through your client portal login


To send documents or to access your tax and accounting information, you can access your client portal by going to It can also be accessed by clicking on the "Client Portal Login" button above.

If you do not have an account setup to access the client portal we will need to send you an invitation to create your login.  Please contact us if you would like to request this or if your original invitation has expired. Through the client portal we can make documents available to you in a secure online location for you to access at any time.      

Direct Upload



This method can be used if you don't have a Client Portal setup yet or if this is more convenient for you than the Client Portal.

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