Secure Client Portal

We’re in the process of moving our client portal system from Intuit to Financial Cents to offer a more seamless, user-friendly experience. Existing clients with active work in Intuit may continue using their Intuit portal for current projects. All new work moving forward will be managed through Financial Cents. If you’re unsure which system you should be using, give us a call or send us an email using the contact information below.

To protect your privacy, we’ve partnered with Financial Cents to provide a secure client portal for document uploads and communication.

By clicking the logo or Client Sign-In button below, you’ll be directed to your client portal. We currently support both Intuit and Financial Cents, which securely collect the information needed for your services. Please choose the portal you currently use with us. You’ll only be able to access your account through the platform you originally signed up with (Intuit or Financial Cents).