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How To Navigate our Online Services


ShareFile is the application we use that allows our clients to securely upload and download documents as well as sign important tax documents remotely. There are several ways our clients are able to utilize this feature. One way is to navigate to our “Client Login” portal found in the top right corner of our webpage.

Step 1

From here, clients are able to access their secure files by entering their email address and password, provided to them after initial consultation. Clients can also upload documents via the ShareFile link under the Resources tab of our website, or through a link provided in our email signatures.

Intuit Link

Intuit Link is a mobile friendly online portal our clients can use to sign their engagement letter, complete their simplified tax organizers, securely upload requested documents, and share any additional useful information in real time. Click the link to learn more.

Online Appointment Scheduling

Our clients have the ease of scheduling appointments online and receiving email reminders prior to their appointment. This can be done either by hovering over the “Contact Us” tab of our website and selecting “Schedule an Appointment”, or through a link provided in our email signatures.

Step 2