Client Portal

We utilize Intuit Link to exchange files easily, and more importantly, securely.  Intuit Link is an online portal to connect and deliver documents between our clients and us. Intuit Link uses high-grade security encryption and offers our clients the option to create or access an existing folder where important tax documents can be stored and accessed only by you.  To learn more about the service, navigate to the Intuit Link website support for taxpayers.

If you are interested in using the secure portal, please send an email providing your name and email address to us – or use the contact form  below – and request an account activation.

If your Intuit Link account has already been activated, click on the Intuit Link icon above to go directly to the sign-on page.