Secure Client Portal
Please don’t use email for sensitive information, upload files to our secure portal through the link below:
Having trouble navigating the portal?
Guide: Using the Portal
Download Secure Client Portal App:
Electronic Organizer
Use the EO to provide us your tax information & documents
*new passwords are issued each year. the old ones will be inactive
Video on how to use the Electronic Organizer
Important FAQs for the E-Org
- Send documents in .pdf format-unless providing an excel file
- PDF documents are password protected, Please remove password (if possible) before uploading
- Do not send pictures of documents or .jpeg files (you can use a scan app with your phone)
- Do not send via email unless encrypted
- Do not upload documents to the portal that you have already uploaded to the electronic organizer