*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