In an increasingly mobile world we realize many expect anytime, anywhere access to their documents. That’s why we are offering a secure client portal to download files and collaborate with our clients without compromising on security, privacy or convenience. Our clients will have their own unique login and may securely access files 24/7. This platform is trusted by over 20,000 accounting and business professionals. While it is easy to use, customer service is available to all users through phone, online chat and email. In addition, step by step instructions on getting started for accounting clients along with other popular topics can be found in the customer center. Call or email us at if you would like to request an invitation to be sent to you to set up your portal access.