Your secure space to share and access documents.
Our Client Portal, powered by Wolters Kluwer, is a safe and simple way for us to share documents with you, and for you to send them to us. Everything is stored in one place, so you can easily access your tax files, financials, and messages anytime you need.
Please use this checklist to ensure you’ve gathered all the necessary documents before uploading to the client portal. Providing complete and accurate information helps us serve you more efficiently and avoid delays in processing your return.
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