Your Security and Convenience Are Our Top Priorities
At The Atlanta CPA Group, we value our clients and understand the importance of keeping your data safe. That’s why we provide a secure, password-protected client portal for all your financial documents.
With our client portal, you can:
- Access your documents anytime, anywhere—whether you’re at work, home, or on vacation.
- Use the mobile-friendly features to scan, snap a photo, or upload files directly from your phone or device.
This portal ensures a seamless and secure way for us to collaborate. Share financial documents, scanned receipts, and large files with confidence, knowing your information is protected every step of the way.
Simplify your tax and financial management—log in to the client portal today!
EXISTING CLIENTS may use the same username and password used last year. The Tax Organizers can be downloaded from the Resources Center on our website.
We offer an option for you to exchange documents via the portal without registering. To send a file without creating an account, use the Guest Exchange Option.
CLICK Here TO ACCESS CLIENT PORTAL
NEW CLIENTS may register and start using the client portal by filling out the form below.
Prior Year’s Files will be permanently deleted on 2/1/2025. Please download a copy of your Tax Return if you have not done so already.
*Always keep a copy of your tax return. The turnaround time for tax return copies is 7 days and a fee may be charged.