As a valued partner, you get a secure, password-protected portal to store and access important financial documents you share or entrust to us as part of our professional partnership.
Whether you're at work, at home, or on vacation, you will always have access to the critical client reports we generate for you as part of our Social Security Optimization, Extended Care Calculator or Tax programs.
This portal also allows us to work together efficiently by securely exchanging working documents, sensitive reports, and very large data files.
Check out this video to see the portal in action. See how to use the SecureSend feature to quickly and easily send files to the secure portal environment. (View client portal security measures.)
To start using the client portal please log in above or register here.
To send a file without creating an account use the SecureSend page.