Secure Client Portal

Welcome to our Secure Client Portal! With your own user id, you will have access to:

Secure File Transfer

You'll be able to safely transfer files between our office and yours, including financial statements and tax returns, when needed.

End of Month Software Procedures

We will make sure you know exactly how to transfer files to our office so that you can get your reports when you expect them. We will also train your team to perform backups and other month end administration.


For clients using our proprietary software, we provide software downloads and updates. We also provide software training to those who request it.


You will have access to documents that we make available to all our clients, such as sample expense reports and Profit and Loss Statements, as well as additional documents addressing your specific needs.