Client Portal

Call us: (970) 663-2020
Portal Login

Login to Client Portal - Click Here!

As a valued client you get a secure, password protected portal (powered by ShareFile) to store and access your important financial documents from anywhere at anytime.

Whether you're at work, home, or on vacation you always have access to your tax returns, financial work papers, or accounting database.

This ShareFile portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts and very large QuickBooks files.

To start using the client portal please call our office at (970) 663-2020 or send an e-mail to stating you want to register and she will contact you to help you get started.