Call Cindy to request an account  612-722-4291

The security of your personal and financial information is of utmost importance to us. To protect your sensitive data and to comply with recent laws and regulations, we are implementing a secure online portal service for sharing and storing tax documents electronically. In addition to being secure, we believe you will find this method to be extremely convenient and time-saving.  

What is a Portal?
Portals are a convenient electronic storage space in which files can be easily uploaded, downloaded and/or stored, while maximizing the security of sensitive information.

What this means to you?

Once you have registered your ID and password with the portal, you can:

• Quickly view, download or upload financial information virtually 24/7 (internet access required)
  
• Securely upload requested documents without faxing or travelling to the office
• Relax knowing your information is under maximum protection at all times

Client Portal 

Our client portal was developed by CCH Small Firm Services, a Wolters Kluwer business, to provide a regulatory compliant portal for our clients. 

Wolters Kluwer Tax & Accounting US, is a leading provider of customer-focused tax, accounting and audit information, software and services for professionals in tax and accounting firms.

and

bookkeeping