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.

SafeSend

SafeSend

Securely upload documents to your service team.

paperless

Paperless Billing

Click below to opt-in for emailed invoices.

MBE Newsletter

Newsletter

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