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Client Login

Enter your username and password below to access your Secure Online Account. Here you can upload and download sensitive files securely.

Want on-the-go access to your online account?  Our convenient mobile app is a great way to connect to your account using your mobile devices.  View your tax returns and share them from your device.  Send us files or documents by snapping a picture with your smartphone or tablet.  


**You must have a registered online account to use the app.

All communications between our firm and the user are encrypted using the Secure Socket Layer (SSL). This is the same functionality used by banks and popular e-commerce services for secure communication. We also store your files encrypted when they are at rest on our servers, adding an additional layer of security. To protect against data loss, our servers are equipped with technology that automatically mirrors all data in real-time to two separate locations. Regular incremental and full backups of all system data are performed, including off-site data backups stored in two separate secure physical locations, to protect against almost all disaster scenarios.