SECURE CLIENT PORTAL
As a valued client we want to offer you a secure, password-protected portal to transfer, store and access your tax returns and other financial documents. We excited to introduce ATOM our secure client portal that can be used to transfer information back and forth between clients and our firm. ATOM is available from anywhere you have internet access and is mobile friendly. ATOM offers a higher level of security and the ability to transfer a larger volume of data when compared to email systems. ATOM allows us to work together efficiently by securely exchanging working documents, scanned receipts, and even very large QuickBooks files. If you wish to have access to your online portal, please activate your account by clicking the link below.
You can login to your account using your SSN in the ID field or your email address in the email field. The first time you login you will need to click “Need a Password” at the bottom left of the login screen to obtain an initial password. You will be prompted to change your password once you have successfully logged in the first time.
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