Welcome to your Secure Client Portal. Here you can upload and download sensitive files securely.
Beginning with the 2019 tax filing season (2018 tax returns), we will be utilizing Thomson Reuters' NetClient CS online client portals. Please contact us if you would like to be setup to securely receive and submit tax documents electronically with 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.