Our Client Portal
To assist with the protection of our clients' information, Simpson & Simpson, CPAs provides a secure, safeguarded portal to store, access, and exchange financial documents from anywhere at any time. Simply register below to gain access to password-protected portal complete with free financial planning tools and tax preparation guides.
Files may also be securely exchanged without registration through the client portal. Please review the tutorial video below, entitled "Using the Secure File Exchange", for instructions regarding how to use the SecureSend File Exchange tool. Contact Us if additional assistance is needed.