Client Support

Make a request for assistance. Got a question or received a letter. Create a ticket.
Submit tax documents for tax preparation (secure and confidential). Create a ticket to submit.
Edit an open ticket to submit additional documents at different time periods. (you must log into the portal to see your open tickets)
Review and download a copy of your completed tax returns review your ticket.
Receive a project update.
Review past or current invoices – View invoices click the button below.
Upload Documents – Click the button above.
Download documents.
Helpful Articles related to accounting, bookkeeping, taxes,
and more…