Client Access
The firm uses secure tools to help you manage your account and stay up to date on the latest developments with your engagement.
Tax engagements
SafeSend client portal
We use SafeSend client portals to securely exchange documents and communicate throughout tax season.
- All tax documents should be uploaded through your SafeSend client portal.
- Your portal keeps files and communications secure and organized in one place.
- Portals can be accessed on desktop, mobile and tablet devices.
- Please set up your portal as soon as possible so you can receive communications and upload documents.
All engagements
Billing & payments
All invoices and payments are handled through Aiwyn. Once an invoice is issued by email, you can view it and pay securely online.
Need a hand?
Receive help setting up your portal
If you need assistance setting up your SafeSend client portal, send us your details and we’ll email you a secure invitation. For anything else, please use our contact form.
SafeSend Client Portal Setup Assistance
Fill out this form and one of our Client Experience Advocates will send you a secure email invitation to set up your SafeSend account within one to two business days.