Please log in to access and upload files. This secure portal creates an easy way to exchange documents with the firm.
We accept QuickBooks, Quicken and PDF Document files. When sending documents, please send them as a multi-page PDF (as opposed to many individual files).
To send documents captured using your phone or tablet, please convert or capture as PDF's. Not sure how to capture as a PDF? Use CamScanner or other mobile scanning app to ensure the best quality and accuracy. For instructions on creating multi-page PDF's with CamScanner, view this video on YouTube.
If you have difficulties accessing or using your Client Portal account, or would like to request a Portal Login, please contact us at (912)638-9031 and ask for Scott. Click here to submit a request for account.