We will transition to a new client portal beginning in 2025. This new portal will initially be used for personal income taxes, with the balance transitioned over the following months.
Please continue to use the old portal. When your 2025 tax return is complete, I will send you an invitation to the new portal.
This new portal provides a simplified interface, improved sharing, and better mobile support.
The old client portal will remain active, and you can share files.
New Client Portal
Old Portal
