Client
Client Portal
For security purposes we do NOT permit attachments to be emailed to us and offer our clients access to a secure 'Client Portal'. Our Client Portal is your secure electronic gateway to a collection of digital files, services, and information, accessible over the Internet through a web browser. The client portal uses 'File Exchange' to enable our Staff and Clients to exchange files in a secure environment.
If you encounter an issue while trying to log in, please contact us at Request Assistance via the submission form below.
***URGENT CLIENT PORTAL UPDATE***
***After December 23, 2024. It is advisable to save your tax returns from previous years if you have not done so already, as access to your individual folders on the client portal will be discontinued after this date. The inaccessibility of your tax return is a result of our initiative to lower the costs of file storage to provide a free portal to clients.
The
File Exchange feature
will be discontinued, and a
new
feature called
ClientFlow
will be implemented for uploading and retrieving documents.
All communications between our firm and the user are encrypted using 128-bit encryption. 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.