Secure Client Portal

If you need to upload files to us via our secure portal, please send an email to requesting an upload link and we will send it to you. Once you receive the upload link, you will be able to upload your files.

Helpful uploading tips:
Please combine all documents into one PDF file when possible.
Please do not send multiple jpeg images.
Please refrain from sending pictures of documents taken with your smartphone, as the quality of these images is often very poor.
Note: For QuickBooks desktop backup files – we need to know the QB program year and the file password.

To login to our secure portal to retrieve files we uploaded to you, please click the “Log In” button below: