Secure Client Portal

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:


Returning Users:

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