Secure Document Sharing
Send and receive tax documents through an encrypted vault instead of email attachments. Everything stays organized by year and engagement.
Client Portal
Everything We Share, In One Secure Place
The Whitfield & Greene client portal keeps documents, signatures, messages, and invoices together, available whenever you are.
Inside the Portal
One Login Covers The Whole Relationship
Four everyday jobs the portal handles for you, open around the clock and tied to the people who know your numbers.
E-Signatures
Review and sign returns, engagement letters, and authorizations from any device. No printing, no scanning, no waiting on the mail.
Direct Messages
Ask a question where the person answering can see your file. Conversations stay attached to the work, not buried in an inbox.
Invoices & Payments
See every invoice, pay online in a couple of clicks, and keep a clean record of what you have paid and when.
Ready When You Are
Pick Up Right Where You Left Off
Log in to review documents, sign what is waiting, or send us a message. The portal is open around the clock.
New to the portal? Invitations go out during onboarding. Request access and we will send your personal login link.