Secure Client Portal


IMPORTANT: To register your account, please email and you will receive a registration email in 1-2 business days. For faster service, please give us a call at 317-784-7267 and we can assist you over the phone or you can schedule an appointment to set up your account in person.

As a valued client, you get a secure, password-protected portal to store and access your important financial documents from anywhere at any time.

Whether you’re at work, at home, or on vacation, you always have access to your tax returns, financial work papers, or accounting database.

This portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts, and very large QuickBooks files.