We are proud to present our Secure Client Portal. If you have a log in name and password simply sign in at the Portal Login in the blue box on the right. As a valued client you have a secure, password protected portal to store and access your important financial documents from anywhere at anytime.
If you are new to our portal and want to use this efficient tool, click the link below to register. The portal will inform us that you want permission to enter; we will give you permission and you will then be able to upload your documents to your secure personal filing cabinet. It could take up to 24 hours to make the transition and you will receive an e-mail notice that will allow you to use the portal. Be sure to call the office at (919) 676-2114 if you have trouble signing up.
Whether you're at work, home, or on vacation you always have access to your tax returns, financial work papers, or accounting database.
This portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts and very large QuickBooks files.
To start using the client portal please log in above or register here.
