Connect Live CPAs Client Portal- Instructions
For the protection of our clients as well as the efficiency and convenience of sharing information between yourself and Connect Live CPAs we provide all of our clients with access to the Connect Live CPAs Client Portal.
This online portal allows you to securely access documents prepared for you by Connect Live CPAs including tax returns, financial statements and letters as well as providing you with the ability to scan and upload sensitive documents to Connect Live CPAs so that we can serve your accounting and tax needs.
Anyone can use the Express Upload option. You are not required to have a Connect Live CPA Portal account and no login is required.