Client Portal


In today’s environment, it’s possible to do more, anytime, anywhere, thanks to the Internet. And now, you can work with us online via our easy & secure “Client Portal”. It’s as easy and as secure as online banking. Once we set up your portal, you can:

  1. Get copies of your tax returns, tax organizer, BKC Invoice & more!  No need to call us or hunt for your paper copies.
  2. Send us your documents online or via the Mobile App for your cell phone. It’s simple to use and securely encrypted with 256-bit encryption, redundancy & password protection. No need to fax, mail or overnight delivery.
  3. Access your files anywhere you have a high-speed Internet connection. Even take advantage of our Mobile App for your cell phone.  We will securely maintain these files in accordance with our Terms Agreement, provided at registration.
  4. No additional cost to you.

It’s all completely private and secure. And once you’re set up, it’s as easy as logging in to your client portal using a secure ID and password.

Setting up your private portal is fast and easy. We will send you an email to enroll in the following week.  If you do not receive, just contact us and we can configure and walk you through accessing.