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:  https://secure.netlinksolution.com/nextgen/

 

Sharefile (for Financial Documents)

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Password:
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powered by Citrix ShareFile

 

Wealthscape Investor

View your managed investment accounts online: https://investor.wealthscape.com/1stglobal/investor-index.html

 

MoneyGuidePro

Your finances are in one place. Including a comprehensive financial plan, statement of financial position, account aggregator, expense tracker, budgeting tools and more:  http://www.moneyguidepro.com/1stglobal/SignOn.aspx

 

Right Networks

If your QuickBooks is hosted on Right Networks, use this link to access the Right Networks log in page: https://portals.rightnetworks.com/tsweb/. Powered by Right Networks. 

Online Payments

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

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