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.

NetClient Portal

NetClient Portal allows us to share important tax and accounting documents and other files online by paperless/secure upload and download. Note: The Portal may not be used to upload financial advisory documents.

NetClient Online Portal Instructions.


Online Bill Payment

Online Bill Payment allows you to pay your invoice conveniently and securely with any major credit card. We also accept credit card and ACH payments by phone.


Tax Notebook

Tax Notebook® is an online tax interview tool that allows you to gather and submit your tax records online – an alternative to a hard copy tax organizer. Note: Tax Notebook is different from our portal, which allows us to share specific documents and files.