Welcome to your TB&A Secure
Client Portal!
Please be aware of the following:
- Your request for a secure portal may take up to 7 days. For security purposes, we need time to verify your request before granting access.
- Since this is a secure portal, we will NOT recieve an alert that you have stored documents in your personal file vault and we will NOT have access until you give us access.
As a valued client you get a secure, password protected portal to store and access your important financial documents from anywhere at anytime.
Whether you're at work, 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.
To start using the client portal please log in above or register here. Thank you!
