Access your portal account to securely upload and download files with us, including your tax return, working files, and large QuickBooks files. The password-protected account can be accessed from anywhere, anytime.

Register for a new portal account here.

Online payments are accepted by credit card or via online bank account transfer. Payment plans can be set up to spread the cost of your invoice(s) totaling $5,000 or more over 3, 6, 9, or 12 monthly payments.*

Payments by check can also be mailed to our office in St. Louis Park, MN.

No portal account yet? Securely send files directly to your adviser without using a client portal account. Click the button below to fill out the form and attach your documents.

If you already have a client portal account, please upload all files there.