Client portal
A secure space to exchange documents with the firm.
Coming soon
The client portal will open soon
Clients of the firm will receive an email invitation when the portal opens. In the meantime, your usual contact remains available for any document exchange.
Secure Microsoft 365 sign-in
Access your client portal
- The firm sends you an email invitation to your folder.
- Sign in with the email address you gave the firm.
- Enter the verification code you receive by email.
The firm will never ask for your password or verification code, by email or by phone.
Secure document exchange
Send your accounting records and receive your documents in a protected space, without using email.
Your financial statements and reports
Access your financial statements, filings and reports prepared by the firm at any time.
Protected access
Sign in with your email address and a one-time verification code sent at each login.
A folder reserved for your company
Only the people you designate to the firm can see your documents.