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Client Portal

Portal Login

As a valued client, you get a secure, password-protected portal to store and access your important financial documents from anywhere at any time. It is an easily accessible feature that is utilized for accounting and tax purposes only. Please consult your financial advisor to exchange any investment documents.

Whether you're at work, at home, or on vacation, you always have access to your tax returns, financial work papers, or accounting database.

This portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts, and very large QuickBooks files.

Check out this video to see the portal in action. See how to use the SecureSend feature to quickly and easily send files to the secure portal environment. (View client portal security measures.)

To start using the client portal please log in above or register here.

To send a file without creating an account use the SecureSend page.

We take care of your books for you, so you can get back to the job of running your business and generating profits.
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We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
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We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.
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We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
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We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
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Disclosure: Securities offered through 1st Global Capital Corp., Member FINRA, SIPC Investment Advisory services offered through 1st Global Advisors, Inc. Insurance Services offered through 1st Global Insurance Services. We currently have individuals licensed to offer securities in the states of CA, AZ, FL, GA, IA, MN, MO, NC, NE, PA, SC, SD, MT and WI. This is not an offer to sell securities in any other state or jurisdiction.

© KMWF & Associates, PC 2019