Client Hub

Everything you need in one convenient place.

Note: If you are securely submitting files, please use the HubSync portal below. Not a client? Securely submit files here.

HubSync

HubSync

Securely upload your documents & track statuses.

Pay via CC

Pay your invoice via credit card or debit card.

Make Payment with echeck ACH

Pay via ACH

Pay your invoice via ACH/e-check.

Master Service Agreement

Master Service Agreement

Click below to sign our digital master service agreement and receive a digital copy.

§7216 disclosure

7216 Client Consent

Click below to sign our 7216 consent agreement and receive a digital copy.

Taxpayer consent

Tax Return Disclosure

Complete this form if you want the firm to disclose your tax return to a third party.

Update My Contact info

Update Contact Info

Click below to update your contact information with the firm.

paperless

Paperless Billing

Click below to opt-in for emailed invoices.

MBE Newsletter

Newsletter

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