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Portal

Boston office clients can use the log in button below to access the secure client portal.

If you have questions about the portal, please call 617.965.5959 for assistance.

Portal Log In


Due to security laws in the Commonwealth of Massachusetts, we are not allowed to send sensitive information to you via email. This portal service is an approved and secure way for us to deliver sensitive materials (such as tax returns) to you electronically.

For best results, we recommend using one of the following internet browsers:

  • Internet Explorer version 8.0 or higher
  • Firefox version 12 or higher
  • Chrome version 12 or higher
  • Safari version 4 or higher

For a complete list of supported browsers please click here and choose “System Requirements”.