Client Login (old)

Access to the personal client portal is reserved for clients who have requested our portal services.   Through the portal, clients have immediate access to all of their financial statements, income tax returns (both corporate and business), payroll tax returns, and a multitude of other reports.  The portals are a secure extension of our website designed to allow better, more convenient communicatoin exchange including documents.  

 

After clicking on the personal client portal link, simply enter your login name and user password.   In the event you have forgotten your login name or password, please contact either your account manager or call Jack Fiene (ext 38).   

 

Click here for a brief video demonstration to see how the private client portal works.

 

 here to access your private client portal for access to your financial statements, tax returns, and other documents.

 

 

If you would like to send us a private file or pick up a file in your own private data vault, use the secure file transfer.   This feature is particularly useful for sending large files such as Quickbooks data files, confidential Excel worksheets, etc.   After clicking on the secure file transfer link, simply enter your username and password ... in the event you have forgotten your user name or password, please contact either your account manager or call Jack Fiene (ext 38). 

 

 here to access your portal for secure file transfer and document management