Secure access
Client Portal
Access your documents, tax returns, and communicate with our team securely through TaxDome — our trusted client management platform.
Our client portal is powered by TaxDome, a secure platform used by accounting professionals nationwide. From here you can view and sign documents, upload files, send messages, and track the progress of your tax return or project.
Opens TaxDome in a new tab. You'll need your login credentials.
Secure document sharing
Upload and receive documents safely — no more emailing sensitive files.
E-signatures
Sign tax returns and engagement letters electronically from any device.
Direct messaging
Communicate with our team directly through the portal, keeping everything in one place.
Progress tracking
See exactly where your return or project stands at any time.
New to our firm?
If you're a new client, you'll receive portal access after your first appointment. To get started, please book a consultation and we'll set everything up for you.