client portal

Everything you need is here! Bookmark this page as your home base for accounts, documents, and shared files. If you have trouble accessing anything, just give us a call or email us.

Upload Documents
Shared Files & To Do Lists
Log In To Your Accounts
MANAGE CASH FLOW
ATTEND A VIRTUAL MEETING
 

Finding your To Do lists:

  • Your Financial Planning To Do list is in the top level of your Shared Files folder.

  • Your Tax Planning To Do list is under Shared Files > Implementation Projects > Tax Planning. Your tax preparer has access to this folder as well.