Client Center/Portal
Click to login to our client portal
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]
How to login to the portal/client center after registration
How to navigate the portal/client center
Uploading documents – Returning Clients
Uploading documents – New Clients
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 - Onboarding
Click here to get started on your individual tax preparation.
Business Taxes - Onboarding
Click here to get started on your business tax preparation.
KPlan
What is KPlan?
KPlan is our interactive financial planning dashboard.
Altruist
Altruist Platform Login
If your accounts a in custody at Altruist, click here to login.
NetXInvestor
NetXInvestor Login:
Access your investment accounts.
Please copy/paste this URL to your browser to access NetXInvestor: https://www.netxinvestor.com/nxi/login