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Clients may now pay their invoices by using an eCheck or Credit Card through a secure system hosted by CPA Charge.  You do not need a portal with us to use this payment system.  Click on the PAY INVOICE button in the Client Toolbar.
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COVID-19 and Tax Law Updates and FAQ

We remain committed to processing client work and are practicing social distancing in our office with both employees and clients.  Our first goal is doing our part to help prevent the spread of Covid-19.  We have also prepared Frequently Asked Questions about Federal, North and South Carolina Tax Relief. Click above to read our FAQ.

Client Toolbar

Your Portal Login

Your Resources

Your Portal Login:

Here you can login to your portal to upload files to us or download and view files we have delivered.

If you are unsure how to use your portal, read about some Portal Basics and the Frequently Asked Questions about Portals.

If you completed your security quesitons and have forgotten your password, you may reset it using the link below at any time.  If you cannot login or cannot reset your password, please contact us during business hours so that we may help you get connected!


 

 

 
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NOTE: some internet browsers show odd characters in this login block.  We are aware of this and the odd characters are simply how some browsers interpret some of the HTML.  Your information is not compromised because of this behavior.

Sharing your login information with others may compromise the security of your personal information.
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Portal Agreement & Use Policy

Each time you login to your portal with us, you are agreeing to certain terms and conditions as outlined in our Client Portal Agreement and Use Policy. This agreement clarifies what is your data, what obligations you have and your rights.  Please read this agreement carefully and know that it may change from time to time.  You may contact us at any time with questions.

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