We offer free access to an online portal to all of our clients. This portal allows for us to exchange information securely via the internet. The secure portal is simple to set up and easy to navigate. This allows us to work with clients all over Indiana, the Midwest, and the United States.
Does your financial institution request tax returns, attorneys, etc? The portal allows for us to store copies of our client's tax returns in a digital location that allows for immediate access at any time.
In addition, we monitor the retention requirements on behalf of our clients and will remove all tax returns that pertain to a closed tax year.
All of this we offer to our clients to provide a worry-free, convenient experience. If you'd like to use our secure portal, please email us at firstname.lastname@example.org and include your last name and last 4 digits of your social security number in the email so we can establish your secure account.
Already have a username and password for our secure portal? click here: Portal Access
For instructions on how to navigate and use the secure portal, please click here: Portal Instructions
Net Client Access Portal
For access to your Thomson Reuters Net Client Access website login, click here: Accounting Login