Client Portal Client Portal Login As a valued client you get a secure, password protected portal to store and access your important financial documents from anywhere at anytime. Whether you're at work, home, or on vacation you always have access to your tax returns, financial work papers, or accounting database. This portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts and very large QuickBooks files. If you do not have a portal, please call Molly at the office and she will establish one for you. If you have a portal, please login below. Call today to schedule an appointment or fill out the form below to email us.