Client Resources

Welcome to our online services!

Please select from the menu below:

> Engagement Dashboard – Organize and Track. Manage and track all your engagement items from this secure, customized dashboard. 

> SafeSend Organizer – Help Page. View this page to understand the process for securely collecting and submitting your electronic organizer information.

> SafeSend Tax Returns – Help Page. View this page to understand the process for securely reviewing and e-signing your tax documents. 

> Share File Access – Fast, secure file sharing customized for you. Experience the simpler way to quickly exchange QuickBooks files, monthly statements, tax returns and more.