*Please note: We will be migrating this Fall to a new Client Center - click here for more information.
Our Secure Drawer (SD) portal provides a safe and secure means for clients to send us documents that contain personal information (tax reporting , bank account information, etc). The portal also allows us to safely send our clients documents (copies of tax returns, Tax Organizers).
If you have a SD portal account already set up, click on the link below to access the login home page.
Login to Secure Drawer
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In addition, you understand that any links to any other web site or services does not constitute endorsement of or warranty of any service, product or information provided on their site(s). These links are provided for convenience only.
While our intent is to make transmissions to and from this web site secure, it is understood that no warranty of security can be made and that unforeseen security breaches by "hackers" is a possibility, however slight.
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