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Client Portal
As a valued client, you get a secure, password-protected portal to store and access your important financial documents from anywhere at any time.
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Whether you're at work, at home, or on vacation, you always have access to your tax returns, financial work papers, or accounting database.
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This portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts, and very large QuickBooks files.
New User? Register Here
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