Client Access
Our firm offers multiple secure channels for uploading client documents. Some of these options are only available to existing clients. If you are a new client or unsure which channel you should use, please contact us.
For existing clients, Client Collaboration is our firm’s preferred method to securely upload documents for tax preparation. Log in to your account here. If you have not registered your Client Collaboration account, please contact us.
Click here to upload documents securely to anyone in the firm. This is the default method for clients and non-clients who need to upload miscellaneous tax or financial documents.
If you have a client portal, click here to log in. If you have not requested portal access and would like to, please contact us.