Client Portal
As a valued client, you get a secure, password-protected portal to store and access your important financial documents from anywhere at any time.
Whether you're at work, at home, or on vacation, you always have access to your tax returns, financial work papers, or accounting database.
This portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts, and very large QuickBooks files.
Check out this video to see the portal in action. See how to use the SecureSend feature to quickly and easily send files to the secure portal environment. (View client portal security measures.)
To start using the client portal please log in above or register here.
To send a file without creating an account use the SecureSend page.
Insightful CPAs
Ready to Help
At Patriots Tax & Accounting Service, we wish to be the reliable accounting firm by your side that will assist in any financial function you need whenever you need it. Our Fredericksburg CPAs can clean your books, provide valuable insight, and answer any questions throughout the year.
Let our dedicated team pave the way to optimal financial standing for your business. Take the first step today by scheduling a consultation!