Welcome to our Client Resource Hub!
We are passionate about ensuring that each of our clients is set up for success, so we curated a series of resources just for you! Browse the resources below, and as always, let us know if you have any questions. We are always happy to help!
ShareFile Resources
As of May 15th, 2026, ShareFile is our new secure document management system. Browse our collection of ShareFile resources below!
FAQ
Do you have any questions? Click below to check out our FAQ page! Please also feel free to shoot us an email or give us a call.
Tax Year 2025
While the April 15th deadline has passed, the 2025 tax season is still in full swing for those who filed an extension! Click below to see important tax deadlines.
FinancialCents Login
FinancialCents is our secure client portal. This is where you can chat with us and receive task requests from us (ex. document upload requests). Click below to log in to your FinancialCents account!
ShareFile Login
As of May 15th, 2026, we are no longer using SmartVault. ShareFile is our new secure document management system! This is where you will upload documents, receive documents, and receive eSign requests.
Subscribe To Our Email
When we have a firm-wide announcement, such as a major change or update, we will send it via our email subscription service. This is the best way for us to reach all of our clients at once! Click below to subscribe.
Client Referral Program
Many of our strongest client relationships begin through referrals from clients like you. As a thank you, we started our Client Referral Program. Click below to learn how to take advantage of it!
Leave us a Review!
If you’ve had a great experience with us, we would be honored if you would leave us a review. This helps us to reach more small business owners like you! Click below to leave us a review.