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Client Login

This is a secure extension of our website designed to allow you to access your Web Organizer, Tax Returns and other supporting documents.  If you have a current account with us, please login.

If you would like to learn more about this service, please feel free to contact us.

Click Here to update your Contact Info

Just want to upload files? Click here.


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.