WE HAVE A NEW CLIENT PORTAL!
Read the info below before you access the portal so you know what information is required for our new system. Questions? Call us at 970-245-5435.
If you're a client, you already have a client portal set up. Looking for an electronic copy of your tax return? Search no more! Among other things, your portal is where you'll find your previous year's return.
Simply click the link below, enter your email address and last four digits of your SSN, then wait for the verification code to be texted to you. Enter the code and you're in! If you don't receive a code, we don't have your latest information, so call our office to update your records.
SERVING EVERY NEED
While we're excited about what our practice management software can help us and our clients do, please understand that using it is voluntary. We chose this software company because of the philosophy we share, that no one should be forced to do things online if they're not comfortable with it. Our interaction options are completely flexible and our clients are welcome to keep their paper returns and bills, pay with a check, and come see us in person.
While what this software allows us to do can be convenient, we know it's not for everyone, and that's just fine with us.