Client Login

Welcome to your Secure Client Portal

Here, you can upload and download sensitive files securely. For example, you can quickly share documents (such as W2’s) with your accountant and securely review tax documents (such as tax returns).

If you would like to use our secure portal, please email us at We will then email you an invitation to set up an account with an email address and password. The portal is also available as an app on your phone. Please download the “Onvio Client Center” app from Thomson Reuters so that you may use your mobile device for secure file exchange.

About the Onvio Client Center:

Onvio Client Center provides secure anywhere, anytime access to all files shared between you and your tax and accounting firm.  The Onvio Client Center app gives you access to existing documents, integration with iCloud and numerous other file-sharing systems, and allows you to scan and upload documents from your mobile device.

Tax Preparation
and Planning

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& Bookkeeping

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Advisory Services

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Federal, State,
and Local Tax
Problem Situations

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