Client Center


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Tools & Resources

I just wanted to send you kudos on the client portal for entering my income tax information. I found the portal far easier to use than paper, and I didn’t lose my forms amongst all the other papers. Really it made the whole process easier… Since it was different, I almost didn’t use it, but I am happy I did.
- Robert H

How To Use the Client Center

We have put together a few brief tutorials to help you use the Client Center, to access your secure client portal, and to best utilize the tools within your client portal. If after viewing the following pages and videos, you still have questions, please contact us. We are happy to help!