Client Center

CLIENT CENTER

The Accounting Firm Client Portal

Submit Your Documents Securely

If this is your first time using the portal, contact us to activate your account. You can upload spreadsheets, PDFs, and other digital files directly through the system.

For paper documents, you may scan them or simply take a photo using your smartphone. We recommend downloading the free Adobe Scan App from your app store—it easily converts images into high-quality PDFs, which you can then upload directly to your client folder.