Secure Client Portal
Send us your tax and financial documents safely. Files you upload go straight into our secure portal, not into an email inbox.
Upload your documents
Sign in with the email address you gave us. First time here? Use the invitation link we emailed you to set your password.
Sign in to the portalOur portal is being set up. In the meantime, call us at (805) 919-6009 and we'll tell you how to send your documents safely.
No invitation yet? Contact us and we'll send one. Paying an invoice? Make a payment.
Three steps to send your documents.
Sign in
Open the portal and sign in, or set up your account from the invitation we emailed you.
Upload your files
Drag in PDFs, photos or scans. Clear phone photos of paper documents are fine.
We take it from there
We're notified as soon as your files arrive, and we'll reach out if anything is missing.
What to upload
Not sure what you need? Start with what applies to you below. We'll let you know if anything else is needed.
Individuals
- W-2s from every employer
- 1099s (interest, dividends, contract work, retirement)
- 1098 mortgage interest statement
- Last year's tax return
- Childcare, education and medical expense records
- Any IRS or state letters
Businesses
- Bank and credit card statements
- Profit and loss or bookkeeping reports
- 1099s you received and issued
- Receipts for major purchases and equipment
- Loan statements
- Prior-year business return
Keeping your information safe
Your documents contain some of your most sensitive information, so we keep them out of email.
- Please don't email tax documents, Social Security numbers or bank account numbers.
- Only upload through the portal link on this page, or the invitation we sent you.
- We will never ask for your portal password by phone, text or email.
- If you get a message asking for documents that doesn't look right, call us at (805) 919-6009 before responding.