Client Area

Here are links to various portals we use to serve and communicate with our valued clients. If you are a client and are having difficulty accessing a portal, or if you're interested in becoming a client of ours, please let us know.

Client Portals

Please use the below links to access the desired client portal.

NOTE: Your tax organizer does not have a general client portal. Each client has a unique portal, so there is no link here. If you need the link to your tax organizer portal, please contact us. Requests from unrecognized e-mails or phone numbers will be ignored, and links will only be sent to verified email addresses we have on file.

Financial Cents

Our current client portal for document management and bill payment.

Bookkeeping

Our portal for select bookkeeping clients to review transactions. This feature is currently only available to a limited number of clients as we test and develop it.

File Storage

The portal to our legacy document management system. All clients may use the new Financial Cents portal.