Client Login

Our clients have personalized user ID's and Login's to gain access to the following features and more.

Secure Client Portal The client portal is secure and easy to use.  From any place you have an internet connection (computer, phone, tablet, etc.) you will be able to view, print, or download any document we place into your secure portal.  This method also frees up the paper storage of your statements and tax returns.  Clients who use this method have found that the information is much more organized and easier to access.

Secure File Transfer The file transfer is a secure means to upload information to our office.  Many of our clients use our secure web portal to upload their QuickBooks files; however, the portal is for more than just QB files.  Any saved or scanned document can be uploaded as well.  This can include bank statements, credit card statements, loan documents, new asset purchase papers, check stubs, or any other documents you need to get to us.  All documents are safe, secure and received immediatelyIn fact, your bookkeeper will receive an automatic email any time you upload a document or file.  Decreasing the time it takes for us to receive your information will help to ensure your financial statement data is timely and useful for your business planning.

Calculator Library
Our interactive financial calculators assist you with some of the day-to-day questions and concerns that may arise:  Should I refinance my mortgage?  Should I lease or buy my next vehicle?  Is my retirement plan on track?  How much do I need to save for my child’s college education?  Should I have a traditional IRA or Roth IRA?  How much life insurance do I need?  Our calculators include areas of tax, business, investment, retirement, savings, loans, mortgages, and insurance.

Contact our Marketing Department to schedule an appointment and discover how we can help build value for your business. Call 847-838-8233  or email