Portal Details

Online portals are private, secure extensions of our website that offer you a convenient way to access documents and transfer data.

Through the portal we can deliver tax returns and other financial documents to you securely and electronically for you to download at home or at the office.

The data transfer can also move the other way.  Use the portal to upload sensitive financial information directly to us.  The online transfer of data is protected by the highest levels of online data encryption and is much more secure than email.  Click here to learn how to securely upload your tax information.

You can also use your mobile phone or tablet to upload copies of your financial data using our app, available for iOS (App store), Android (Google Play) or Amazon (Amazon store).  You can even use the camera on your mobile device to take pictures of your documents and automatically upload them to the portal.”

Log In

Portal Login

Ways To Use The Portal

  • Download Tax Returns
  • Access Documents
  • Submit Documents
  • Mobile App For Viewing & Uploading Documents

Portal Signup

Don’t currently have a portal login?  Simply call our office at 208-356-3452 and we will create and customize the account features to suite your needs.  Then we contact you to provide the login credentials.