Client Login

Upload your documents to our portal!

To better service you, we have a secure portal where you can upload your tax document and retrieve your tax return once completed!

Follow the steps below to access your Client Portal and watch our video on uploading your files:

1. Go to Client Login at the bottom of this page. You can also find it at the top of the home page.
2. Type in your username and password (if you forgot your password please click on Forgot your password?)
3. Once you are in the portal click on the File Exchange icon to the left of the page.
4. Open the Source Documents folder, you will then be able to upload your documents to this folder.

In your portal you will also find a folder with your name/ business name on it. This is where your tax return will be uploaded to once they have been prepared.

If you do not have access to our portal please give a call and we will gladly set one up for you!

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.