Secure Client Portal

What is a client portal?  It is a secure (same 128-bit encryption as banks) online storage area used to send, receive, and/or store sensitive client information such as tax returns, financial statements, and QuickBooks backup files for a limited period of time.  This is a safer alternative to e-mailing for communicating and collaborating with clients and meets the requirements of the Massachusetts Data Security Law (effective 3/1/2010).


To send, retrieve, or upload a file(s), go to and follow the instructions on the Welcome page.