Secure Client Portals is transitioning to a new Client Portal to better serve you! The new portal will serve as an all-in-one dashboard for all your needs. Upload documents, Track your Refund at the click of a button, Schedule Appointments and more!!

However, you can still use our previous portal if you don’t like the new one. We’re here to serve you!

New Post 2015 Secure Document Portal and more!


Pre 2015 Secure Document Portal.




















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