Client Tools

Upload Files

Send files to us securely via SafeSend Exchange.

Access your client portal

Login to access your tax returns and financial statements.

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:

  1. Once you log in, select “ClientFlow” from the left sidebar.
  2. Open the folder that you want to load the files into.
  3. Click “Upload”
  4. Click “Select Files”
  5. Choose the files that you want to upload.
  6. Click “Upload” again to change the file status from “Pending” to “Uploading”.

Our firm will be notified once you have uploaded your files.


Upcoming Deadlines

Upcoming deadlines

Friday, March 15, 2024 – Original deadline for partnerships (Form 1065) and S Corporations (Form 1120S)

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Monday, April 15, 2024 – Original deadline for calendar year-end C Corporations (Form 1120), Trusts (Form 1041), and individuals (Form 1040).

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Reach out to us, we’ll take care of the rest