Client Portal
Secure. Simple. Always accessible.
Documents, e-signatures, filed returns, and billing all live in encrypted, purpose-built systems — not in your inbox. Every link below tells you exactly which system holds your data.
What's where
Every client system, in one place.
- Documents & e-signaturesVerifyle
- Billing & engagement lettersAnchor
- SchedulingMicrosoft Bookings
What you can do
Everything a client needs, nothing they don't.
Upload Documents
Send W-2s, 1099s, K-1s, and statements to your encrypted Verifyle workspace.
E-Sign Documents
Engagement letters and e-file authorizations, signed in a few clicks.
View Tax Returns
Filed returns, workpapers, and confirmations in one archive.
Message Your Advisor
Secure threads for questions about your file — no email attachments.
Ready to get started?
New clients get portal access after an engagement letter is signed. Existing clients can log in directly.