Secure Client Portal

portal page imageClick on the login button

  1. Click Sign in Now.
    1. Type in the User Name
    2. Type in Password
  2. Hit Submit
  3. Select Documents from Preparer to review documents sent by us
  4. Enter PIN number assigned.
  5. To send documents select documents from Tax Client to upload documents to us.

We suggest you, copy and print this page for instructions.

For tech support contact administrator at 203-540-5624.

Secure Client Portal