Access to this section of our website is reserved for clients who have requested our portal services.
Whether you are one of our clients or an employee of one of our clients, this secure extension of our website allows for faster, more convenient communication and document exchange.
You can now securely access your Tax Organizer, fill it out, and submit it back to us electronically. And once completed, you can view a copy of your 1040.
Through the secure Web Employee portal, you can now securely access Earnings Records such as Check Stubs and W-2s.
If you have a current account with us, please log in. If you'd like to learn more about this service and activate your portal, please Contact Us.
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.