Client Center/Portal
WE MOVED TO A NEW CLIENT PORTAL SYSTEM IN JANUARY 2023.
If you have not received an email to register for your client center/portal, or if you need us to resend this email, please contact us at [email protected]
Click here for a video of registering your Client Center account for the first time.
Click here for a video overview of Client Center
I am a new client...how do I register?
If you have not already received an email from us to create your portal account, please email us at: [email protected]
Individual Taxes - Getting Started
Click here to get started on your individual tax preparation.
Business Taxes - Getting Started
Under Construction - Check back the week of 1/23/23
KPlan
What is KPlan?
KPlan is our interactive financial planning dashboard.
NetXInvestor
NetXInvestor Login:
Access your investment accounts.
Please copy/paste this URL to your browser to access NetXInvestor: https://www.netxinvestor.com/nxi/login