Client Portal

These secure online paperless services not only make it easy for you to work with us at your convenience, but also benefit the environment.

We are here to help. For login access or other questions, contact us at or 408.288.5111.

Document / File Portal

Our NetClient document/file portal allows us to share important tax and accounting documents and other files while reducing dependence on paper.

Note: This portal may not be used to upload financial advisory documents.

NetClient Online Portal Instructions.


Tax Notebook

Think of Tax Notebook® as an online tax interview tool that intuitively gathers your tax data and allows you to submit it electronically – an alternative to a paper tax organizer.


Online Bill Payment

Coming Soon. Online bill payment provides access to your billing history and allows you to pay your invoice electronically by credit card or ACH processing. We also accept payments over the phone.