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. 

For our clients that do not have a SD portal account, please call or email the office and request to be set up. We will send you a link and instructions (via your email) on how to log in for the first time.


Login to Secure Drawer