Easily submit and receive documents and payments
We are your go-to accounting resource, and this is your go-to spot as a client. There will be a lot of documents we need to send back and forth, and this is the easiest way to log in. Bookmark this page to find it quickly when you need to submit documents or make payments. For most clients, File Share is suitable for any documents you need to send, but those with automated, regular reports (financial institutions) will use the Client Portal.
If you do not yet have a login, email Erica.