Click here for an overview about Client Private Portals

Click here for information about accessing your 1040 Organizer


Client Tax Portal (Not for Financial Documents)

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If the above log in is not working, please use this secure link to access the Tax Portal log in page:


Sharefile (for Financial Documents)

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Wealthscape Investor

View your managed investment accounts online:



Your finances are in one place. Including a comprehensive financial plan, statement of financial position, account aggregator, expense tracker, budgeting tools and more:


Right Networks

If your QuickBooks is hosted on Right Networks, use this link to access the Right Networks log in page: Powered by Right Networks. 

Online Payments

If you need to send us a payment, please use this form from paypal

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