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RESOURCES

Client Portal Tutorial Video

Watch a tutorial video to learn how to set up and use your Client Portal.

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Where is my refund?

Check the status of your IRS refund within 24 hours after submitting your e-filed tax return or 4 weeks after mailing your paper return.

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U.S. Government Tax Calendar

Listing of important dates for businesses and self-employed.

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RMD Calculator

Use the required minimum distribution (RMD) calculator to determine how much money you need to take out of your traditional IRA or 401(k) account this year.

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QuickBooks

Quickbooks is a simple accounting software that is highly utilized within businesses. Click below to find out more.

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Mint.com

Mint is a free, web-based personal finance tool that pulls all your bank accounts, investments, retirement funds, credit cards, and other financial accounts together to quickly give you an overall view of your financial health.

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Learn About Client Portals

We’re making this change to provide you with a more convenient, organized, and secure way to manage your important documents. 

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ShareFile® Client Portals

What Is the Client Portal?
The Client Portal is a secure online platform that is designed to facilitate communication, collaboration, and information exchange between us and you.  It serves as a central hub where you can submit files, sign documents, reference important resources, and so much more.

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Why Switch to Client Portals?
We’re making this change to provide you with a more convenient, organized, and secure way to manage your important documents.  Here’s how these client portals will benefit you:

  • Access Anytime, Anywhere: Easily view, download, and keep track of documents you’ve uploaded, as well as files we’ve shared with you, all in one secure location.

  • Simplified Uploads: No more wondering if your files made it through or searching through old emails!  Your portal will show a complete history of everything uploaded.

  • Centralized Document Storage: Your portal will serve as a hub, making it easy to reference and retrieve past documents, such as tax returns and other important files, whenever needed.

 

ShareFile® is a registered trademark of Citrix Systems, Inc.

What Is the Client Portal?
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