Client Access Portal Only for Clients

With your own user ID, here is what will be available, as our client, on our website.

End of Month Software procedures

We will make sure you know exactly how to transfer files to our office, including when to perform backups or other month-end administration.

Secure File Transfer

You'll be able to transfer your computer files to our office, and receive files, including ad-hoc financial statements and copies of tax return, when needed.

Record Retention Guidelines

Find out how long you need to keep your records.