Access your client portal
Access your tax returns and financial statements. You can also securely transfer files to our office. Contact us if you need us to resend your login information or you experience any problems while using your portal.
Upload files to your portal:
- Once you log in, select “ClientFlow” from the left sidebar.
- Open the folder that you want to load the files into.
- Click “Upload”
- Click "Select Files"
- Choose the files that you want to upload.
- Click "Upload" again to change the file status from "Pending" to "Uploading".
Our firm will be notified once you have uploaded your files.