The Portal
Four things you'd otherwise do by phone, email, and mail
Your portal replaces the back-and-forth with one place that's always up to date and always private.
Upload documents
Drop in W-2s, 1099s, bank and brokerage statements from your phone or computer. A checklist shows exactly what we still need.
Complete your organizer
Answer your tax organizer and planning questionnaire online, at your own pace. Save a draft and come back whenever you're ready.
Check your status
Follow your return, bookkeeping, or financial plan step by step, with notes from your advisor each time it moves forward.
Pay invoices
See itemized fees and pay by card or bank transfer through a secure checkout. Receipts stay on file for your records.
How It Works
From shoebox of receipts to filed return
- We set up your account. You'll get a private login when you become a client. No app to install.
- You send what we ask for. Your dashboard lists every form and document we need, from W-2s to brokerage statements, and checks each one off as it arrives.
- We keep you posted. Each step of your return or plan shows up in the portal, and we'll email you a heads-up (never the details) when something's new.
- Your records stay on file. Filed returns, financial plans, and paid invoices stay available for when a lender, auditor, or next year's return needs them.
Security
Built for the kind of information you'd never email
Tax returns, Social Security numbers, and account statements deserve more than an inbox. Here's how the portal protects them.
Private by design
Every file is stored privately and checked against your account on every download. Nothing is ever reachable by a public link.
Sessions that lock themselves
You're signed out automatically after 30 minutes of inactivity, and changing your password signs out every other device.
A record of every access
Each sign-in, upload, download, and payment is logged. You can review your own account activity any time.
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