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Secure Client Portal

 

We encourage all clients to receive their income tax returns electronically through our secure client portal. Your tax return may be printed to a secure portal in which you have access anytime 24/7/365.  This provides very convenient access to your information when you need it for refinancing, legal matters, etc. 

 

You can also securely upload tax documents to your portal and we will automatically be notifed of their upload.

 

Our SECURE Net Client Portal  provides optimal security and protection of confidential documents; Access all your documents at any time from any computer with internet connection. It is FREE/No hassle. 

 

Having difficulty logging in? If you have previously accessed your secure information via the portal and have login issues try the “Forgot Password” option on the login page to reset your password.  Passwords must contain at least seven characters, and must include at least one alphabetic character (uppercase or lowercase) and at least one numeric character.

 

Our Net Client CS portal has a FREE App!  This App is available to Apple or Android devices and offers you on-the-go access to your tax returns, financial statements, payroll reports and other key documents as well as the ability to input payroll information right from your mobile device.

Click here for the Apple App Store.

Click here for the Android App on Google play.

 

Contact us to get your personalized portal set up for you!