Client Portals

Accessing your tax documents securely has never been easier with the SafeSend Client Portal. This platform organizes all your outstanding tasks into a streamlined list, allows you to view, upload, and download files, and sends proactive reminders to keep you on track. For step-by-step guidance, check out the Client Portal Experience article or watch a quick 4-minute video tutorial to get started.

This portal and all components are for tax service purposes only. The portal may not be used for Wealth Management or Financial Advising in any capacity.

AdviceWorks allows us to work together, at any time and from anywhere, to create, adjust, and track progress toward your financial goals. It’s designed to give you real-time transparency into your finances and help you get more out of us working together. And with eDelivery, you can say goodbye to lengthy paper documents and have anytime access to financial statements, confirmations, and more in a secure environment. Check out the Getting Started with AdviceWorks brochure as a guide.