Client Portal 2.0 Basics

Welcome to your Client Portal 2.0!

This new version of the portal offers the same secure functionality you have come to depend on, as well as new, user-friendly updates and features!

Logging In

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

For your convenience, please use the article links below to guide you, step-by-step with screenshots, through your client portal!

Navigation (Clients)

Upload Files To Accounting Office

Download File From Accounting Office

Other Features available to Clients:

Dillner's File Download Utility  

Add Employee Portal (Client)

E-Signature (Signing from the Client Portal)

Enjoy exploring the latest and greatest features in your portal!