Client Portal

Access Your Files

Access your secure, password-protected ShareFile folder:

Tax Return eFile Authorizations

Upload your tax return eFile authorization securely:

a Payment

Pay your invoice using our secure
online payment portal

Image of a happy family walking on the beach

How to Pay Taxes Online

Small Business Client Resources

Resources and information about Forms 1099, Personal Property Tax, Year-End, and Payroll

Broker Check
Graphic of a conversation bubble

Connect with an Advisor