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Share Your Information With Us

Anytime! Anywhere!

Our client portal provides easy transfer of tax documents and other files with us in a secure manner. Safely upload or download individual or business tax information, large Quickbooks files, financial statements, etc. Log in with a confidential password of your choice.


All files are password protected with 256-bit SSL (Secure Socket Layer) encryption to provide safe information sharing from any location, at any time. Unlike regular email transmissions, all file transfers are secure and encrypted.

Log In to Your Account

Forgot your password? Having problems logging in? Please call us at 410.418.9111 or email us.

Portal tutorial - getting started

Portal tutorial - upload a file

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