Access to this section of this website is reserved for clients who have requested portal services.
This is a secure extension of our website designed to allow better, more convenient communication exchange including documents and services. It is also designed to allow you to access your Organizer online, as opposed to receiving a paper copy, and to view a copy of your completed 1040 return.
You can also email me to set up your client portal at firstname.lastname@example.org
If you have a current account, please log in.
All communications between our firm and the user are encrypted using the Secure Socket Layer (SSL). This is the same functionality used by banks and popular e-commerce services for secure communication. We also store your files encrypted when they are at rest on our servers, adding an additional layer of security. To protect against data loss, our servers are equipped with technology that automatically mirrors all data in real-time to two separate locations. Regular incremental and full backups of all system data are performed, including off-site data backups stored in two separate secure physical locations, to protect against almost all disaster scenarios.