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Client Resources

Client Tools

Welcome to your Secure Client Portal. Here you can submit your payroll data to us via your CS Tax Portal.

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Client File Portal

Portal Login

As a valued client, you get a secure, password-protected portal to store and access your important financial documents from anywhere at any time.

Whether you're at work, at home, or on vacation, you always have access to your tax returns, financial work papers, or financial consulting database.

This portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts, and very large QuickBooks files.

View our client portal security measures.

To start using the client portal please log in above or register here.

For Client Technology Help, plese contact us here.

Contact Us

Ask a Question

Find comfort in knowing an expert in accounting is only an email or phone-call away. (214) 941-6657

We Are Here to Help

We will happily offer you a free consultation to determine how we can best serve you. Contact Us

Send Us a File

Use our convenient SecureSend page to securely deliver a file directly to a member of our firm. Secure Send

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