We take your security seriously! Please use our Secure Client Portal for viewing, sending and signing your sensitive documents.
First Time Users:
Please request access to the Secure Client Portal using the button below.
Current BSA Tax Clients:
NEW! BSA Tax Clients:
Clients with established access to the Secure Client Portal can sign-in here:
For peace of mind, our Secure Client Portal features:
- End-to-End File Encryption
- Secure File Sharing
- Secure eSignature Options
- 24/7 Secure Document Access
- Document Status Email Notifications
- Two-factor Account Authorization
- HIPAA, FINRA, GLBA, SEC Compliance