Back to top

Client Access

Welcome to the Client Access section of our Website. The firm uses ShareFile as our secure bi-directional electronic file exchange system.


Clients who have been granted access credentials please click the BLUE button below and you shall be redirected to the login screen to access your client portal.

CLIENT: Document/File Upload (Click here)

Clients who presently do not have user access, please click the RED button below whereby you shall be prompted to enter you name, email address and then browse to the specific file(s) you wish to upload and send to the firm.


If you would like to obtain the necessary login credentials to login to your own client portal, please either call our office or send a request through the contact Us page of our website.


To access your Tax Organizer please click the button below.


Client Login

Subscribe to our Newsletter