Secure Client Portal
Existing clients can sign in through the separate Client Portal application once a verified login address is configured. Clients who need credentials can request access below.
Already have portal access?
Log in to your Client Portal using the credentials provided by S&S CPA INC.
Client Portal LoginNeed access?
Request Portal Access for an existing or newly established engagement.
Request Portal AccessRequest Access to Your Client Folder
S&S CPA INC currently uses private client document folders for supported engagement activities, including document exchange, information requests, communications, deliverables, and notifications. To request access, contact our office and we will set up your private folder.
Confidential tax documents and financial records are exchanged through private client folders created individually for each client. We do not accept sensitive tax documents through unauthenticated uploads on this website.
Private Client Folders
Each client receives an individually-provisioned document folder for W-2s, 1099s, K-1s, bank statements, and supporting records — kept separate from other engagements.
Confidentiality First
Protecting your confidential financial information is one of our highest priorities. Access to each client folder is provisioned individually after engagement begins.