Login in to Client Portal
We are excited to introduce our new, secure client portal, designed to provide you with a seamless and efficient experience. As part of our continued investment in technology to improve your experience, we have implemented this portal to give you better access to key information and services.
Security
The portal is SOC 2 certified, ensuring the highest level of security for your data, and supports two-factor authentication (2FA), exceeding IRS security requirements. You can now safely upload documents, track progress, ask questions in real-time, and pay for our services—all in one place.
Learn more about our technology investments here.
Mobile app
In addition to web access, you can access on your phone using our mobile for iOS and Android. The app is rated 4.9/5 on the iOS store with over 5,000 reviews – we can’t wait for you to use it.
If you need any further information about the portal, please do not hesitate to contact us or visit Client Help.