Clients
Secure client portal
Upload documents, e-sign forms, and download your completed returns, all in one encrypted place.
Upload & download documents
Our portal is provided by our professional tax software and is built for sensitive financial information. Use it for anything with a Social Security number, account number, or tax figures.
Portal login link coming soon.
First time?
- We'll email you a portal invitation after your engagement letter is signed.
- Follow the link to create your password.
- Upload documents from your computer, or take photos with your phone.
Lost your invitation or locked out? Call us at (786) 297-9238.
Pay an invoice
Every invoice is emailed to you from QuickBooks. Open the email and click Review and pay to pay securely by card or bank transfer. No account or password needed.
Can't find the email? Check your spam folder for a message from QuickBooks, or call (786) 297-9238 and we'll resend it.
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Keeping your information safe
- ✓ Never email tax documents, Social Security numbers, or account numbers.
- ✓ Don't put sensitive details in our website contact form.
- ✓ We'll never ask for your portal password.
- ✓ If you get a suspicious message claiming to be from us, call us before clicking anything.