| CLIENT ACCESS |
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Access the Client Portal. The Portal is a secure method to send or receive computer files, such as copies of tax returns, QuickBooks files or other data. To use the Portal, you need to request a User Name and Password. Click on the link below and log into the Portal with your User Name and Password. There is a folder with your name, and this is where the files I send you will be found, or where you should place the files you are uploading. For security purposes, files will be deleted after they are downloaded, or after one week.