Client Portal Basics

Logging In

Go to your accounting office's website. Click the Log In button to enter your Username and Password.

For your convenience, please use the articles linked below to guide you, step-by-step, through many of the portal features!

Navigation (Clients)

Add Employee (Client)

Dillner's File Download Utility

Upload Files To Accounting Office

Download File From Accounting Office

E-Signature (Signing from the Client Portal)

Enjoy exploring the latest and greatest features in your portal!