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Reporting Using Secure Online Portal

Jul 26, 2021

For your convenience and security, any file or document you have in electronic format can be uploaded easily to our secure online portal. Your username and password will be emailed to you when your Company’s portal has been set up. This will also be where you retrieve your financial statements, tax returns, and any other documents we need to send to you electronically, as email is not secure enough for sensitive financial information and does not conform to electronic security laws. You may choose to not to use the portal and receive all of your information on paper. This will, of course, slow down the delivery of your information and your tax returns. If you encounter problems using the portal or need a password reset, please contact our office.

To access the portal:

  1. Go to our website, ( and click on 'Client Login'
  2. Login with your Username and Password
  3. This will take you to where we display your documents in .pdf format for your review (financial statements, tax returns, etc.) and File Exchange is the area where you upload files to us.

If you want to improve your business situation, get assistance now. Schedule your free consultation today or give us a call at (218) 491-4002. We're here to help!

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