As a valued client you get a secure, password protected portal to store and access your important financial documents from anywhere at anytime.
Whether you're at work, home, or on vacation you always have access to your tax returns, financial work papers, or accounting database.
This portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts and very large QuickBooks files.
To start using the client portal please click on the Login button shown above.
*Note: Once you register, the registration must be approved by someone in the office. If you are signing up outside of normal business hours, please reach out to (732) 220-8550 EXT. 6 if you need immediate approval. Thank you.