Client Portal

Login below.


After having set up your account, which you will do one time, you can now log into the portal. Type the User Name and Password you entered during your account setup. Then click the login button below.

Note: For your protection, the password characters will not appear. Once you’ve successfully logged in, you will see your secure portal page. Your secure page can only be accessed by you and our authorized personnel.

Forgot password?

Helpful Videos

How to log on to the portal

How to upload documents to your portal

How to download your tax return and other documents from your portal

How to reset your password

Contact Us


Fax: (405) 844-6443

609 S Kelly Ave, Ste F-2 Edmond, OK 73003

What Services Do You Need?(Required)
This field is for validation purposes and should be left unchanged.