Client Access
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, Share Safe is suitable for any documents you need to send, but those with a large volume of documents and reports (such as audit clients) will use the Client Portal.