Facebook
LinkedIn
Close
Back

Client Login

- Individual Clients
- Business Clients
- Client Employee


Forgot Your Password? Please try logging in with the last password you remember first. (If that fails, you'll be able to reset your password on the next page.)

QuickBooks Online

Client Forms

Video Meeting

Join a scheduled video meeting with our staff.
Join Meeting
Close
Send Request

Making everyday client interactions
EXTRAORDINARY

Client Forms

Internet Explorer supports the ability to electronically sign many of the forms below. Please use Internet Explorer to sign the documents online.

INDIVIDUALS

PARTNERSHIP/LLC

CORPORATIONS

ESTATES AND TRUSTS

GIFT TAX RETURNS

NOT-FOR-PROFITS

Tax Guides


Instructions

We recommend that you follow these steps when completing our client forms:

1) Open the forms using Internet Explorer.

2) Save a copy of the form right away to your desktop.

3) Open your saved desktop copy and complete the form.

4) Save it again.

5) Upload to your portal as below.

To upload forms to your portal:

1) Using the Client Login option in our Client Center, login. Your username is your email address. If you have forgotten your password, click on the "Forgot Password?" link.

2) Once logged in, click on "File Exchange", then "Document Exchange".

3) Click on "Upload".

4) Click on "Add Files". Browse to the file you would like to share, select "Open", and click "Start Upload".

Latest from Our Blog