Client Portal

Secure Client Portal


Your information and our services – at your fingertips.

Access your data and files, send and receive files and messages. Interact with your PDR CPA team electronically through our fully-secure client portal.

Our firm utilizes SafeSend & ShareFile – third party secure platforms, to ensure your information stays confidential.

For your convenience, we offer two (2) methods for sending electronic copies of your tax workpapers:

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.

Pay Now
SafeSend Instructions:

1. Enter your e-mail address
2. Enter your First Name
3. Enter your Last Name
4. Click on the "+" button to find your recipient
5. Enter a subject
6. Enter Secure Message
7. Click "drag files here" to upload your file
8. Press "Send Files"

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ShareFile Instructions:

1. Enter your e-mail address
2. Enter your First Name
3. Enter your Last Name
4. Select "Continue"
5. Click the drop down & select PDR CPAs Admin as the Recipient
6. Select "Browse Files" to upload your files
7. Select Upload

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