Client Resources
We only utilize our Client Portal, powered by TaxDome, for exchanging information with clients. Use the above link to log in.
Our accounts receivable is managed through Bill and Pay. Bill and Pay allows you to view up to 36 months of invoice and payment history, make electronic payments, set up autopay, etc. If you wish to pay an invoice electronically, this is the system you will utilize to view and pay all invoices sent to you.
E-mail is inherently INSECURE. It is why we offer an encrypted e-mail system in addition to SmartVault, our secure Client Portal, for sending and receiving encrypted e-mails. Please use the Secure E-Mail button to send us an encrypted e-mail, including attachments.