Whether you're at work, home, or on vacation you always have access to your tax returns, financial work papers, or accounting database. This system allows us to work together efficiently by securely exchanging working documents, as well as delivering final products to you quickly. As a valued client we have provided a client portal for you to access these files.
Enter at least one field (login or password), and then click login. If you dont know either your login or password, enter your name as the login and 123 as the password then select the 'Log In' Button. You may need to enter your name and 123 again on the next screen. From there you will have the option to change/request a new login or password by clicking the 'help link'.
Note: Newer versions of Internet Explorer are more secure and they include capabilities that enable us to provide the most innovate enhancements and a better user experience. Therefore, we strongly recommend that you run Internet Explorer 8.0 or higher. Also note that our portal service application will load correctly through Internet Explorer 7.x only after you install Google Chrome Frame, which is a free plug-in that provides additional features and better performance. (The Chrome Frame plug-in runs only when a web application or website requires it.)
Passwords must contain at least seven characters, and they must include at least one alphabetic character (uppercase or lowercase) and at least one numeric character. All passwords expire after 90 days by default. To create more secure passwords, increase the number of characters and use characters from all three types of acceptable characters (listed below).
Note: If ten consecutive, unsuccessful attempts are made to log in to an account, the login for that account is locked. An email message will be sent automatically to the email address assigned to the login; the email message notifies the user of the unsuccessful login attempts and provides a link to unlock the login immediately. The account will be unlocked when the user clicks the link within the email message or when the lock expires after 30 minutes.
Still having trouble?
For immediate response , please contact our office, 503-786-7320.