CPA Client Portal

  • Secure Client Portal

    Your information and our services – at your fingertips

    Access your data and files, send and receive files and messages, and interact with our team electronically through our fully-secure client portal. Our client portal utilizes CPA SafeSend – a third party secure platform – to ensure your confidential information stays confidential.

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  • Online Payments

    Conduct transactions and pay invoices securely, quickly and easily with our client payment portal. To pay your invoice, just click the “Pay Now” button and you’ll be redirected to a secure payment platform.