Client Portal

A number of states have already passed laws prohibiting firms from sending confidential information via unencrypted e-mail, and more are expected to follow. Our firm offers a safe, secure portal to comply with these laws.

Portals are a convenient electronic storage space in which files can be effortlessly uploaded and downloaded, while maximizing the security of sensitive information. The bi-directional file exchange capabilities make it easy to securely deliver and receive client documents, facilitating collaboration and supporting the upload of even the largest files.

Our clients will experience unmatched convenience through instant access to their documents, including tax returns, financial statements and source documents.

If you already have a login account, please use the following link to access the Portal:

Login to the Client Portal

To set up your account, please contact your accountant at (314) 849-4999.