Broker Check

Client Portal

Set Up Online Client Portal

Online using our Secure Portal. Email us at with the subject line “Client Portal.” Please include your name and best phone number in the email body. We will send you an email invitation. Expect a response in 1 - 2 business days.

Please note: If you are a NEW CLIENT, we will need physical documents. You can drop those by our office or mail them to 1508 Lindsay St, Newberry, SC 29108. Please include a note that you'd like to sign your return through our Client Portal. 

Accessing Online Client Portal

Your email invitation will come from After you receive it, you will need to enter information for the taxpayer or the first person listed on the tax return. Then you will set your password. If you do not see the email invitation, please check your spam folder. 

Click here for step-by-step instructions with screenshots.