For clients who have not used our portal in the past, please send a request for access to our office at [email protected] to set up your private and secure folder. Once you have access, you will receive a separate email notification that your folder has been created. You may use the email link or the link below to access your folder at any time.

Download and complete the Taxpayer Information Sheet and/or Business Information Sheet and upload the sheet to your folder to ensure your account is up-to-date