Resources
Client Center
Pay your bill online
Pay securely by card or bank transfer through CPACharge. You’ll receive an emailed receipt.
Client portals
Your secure tools
- LiscioClient CommunicationMessage our team and exchange files through an encrypted inbox.Open Liscio(opens in a new tab)
- NetClient CSClient LoginRetrieve your returns, statements and shared documents.Open NetClient CS(opens in a new tab)
- BillAccounts PayableReview, approve and pay vendor bills online.Open Bill(opens in a new tab)
- IntuitQuickBooks OnlineSign in to your QuickBooks Online company file.Open QuickBooks(opens in a new tab)
- RightworksQuickBooks DesktopConnect to your hosted QuickBooks Desktop file through Rightworks.Open Rightworks(opens in a new tab)
- BOSSBOSS Client PortalSign in to the BOSS portal for your outsourced bookkeeping.Open BOSS(opens in a new tab)
- DextDext PrepareSnap, upload or email receipts and bills for your books.Open Dext(opens in a new tab)
- TaxCaddyTaxCaddyUpload tax documents, answer your questionnaire and e-sign.Open TaxCaddy(opens in a new tab)
- ZoomVideo ConferencingJoin a scheduled video meeting with your advisor.Open Zoom(opens in a new tab)
For your security, please never email Social Security numbers or tax documents. Use Liscio, NetClient CS or TaxCaddy instead.
Refund trackers
Where’s my refund?
How-to guides
Reviewing, signing and sending documents
SafeSend Returns
How to review and e-sign your finished tax return online.
- 1
Open the secure email
When your return is ready, you’ll receive an email with a secure SafeSend link.
- 2
Verify your identity
Follow the prompts to confirm it’s you before your return opens.
- 3
Review your return
Read the summary, then review your full return and any documents we included.
- 4
E-sign
Sign Form 8879 and any other authorizations electronically — no printing or mailing.
- 5
Pay & download
Pay any invoice and download copies of everything for your records.
TaxCaddy quick start
How to send us your tax documents securely. Open TaxCaddy (opens in a new tab)
- 1
Accept your invitation
Open the TaxCaddy invitation from our office and create your account.
- 2
Check your list
TaxCaddy shows a personalized checklist of the documents we need from you.
- 3
Upload documents
Snap photos with the mobile app or upload files from your computer.
- 4
Stay in touch
Answer questions, e-sign documents and follow your return’s progress in one place.
Downloads
Forms & documents
- Engagement letterOur standard engagement terms. Available soon — request a copy through Liscio.
- Tax organizerGather everything we need for your return. Available soon — request a copy through Liscio.
- Form 8879 informationAbout the IRS e-file signature authorization. (IRS.gov)(opens in a new tab)
- IRS Form 2848Power of attorney so we can represent you before the IRS. (IRS.gov)(opens in a new tab)