Home / Client Tools

We provide a variety of tools for our clients and visitors. See the links below to access the tool you need.

ShareFile Portal

ShareFile is a secure document sharing application and allows you and your accountant to share critical files in a safe electronic manner.

NetClient

With NetClient you can get accounting and financial information and services via our website – any time, from anywhere.

NetClient lets you access our services directly from our website – using a secure, private portal that’s especially for you.

File Drop

In an effort to simplify secure document sharing we are excited to offer a new file drop client tool. Please click on the appropriate office below and provide the requested information in the resulting form.

CINCINNATI AND NORTHERN KY
CLEVELAND, OH
COLUMBUS, OH
MIAMI VALLEY, OH
SPRINGFIELD, OH
TOLEDO, OH
EAST LANSING, MI

Get in Touch.

What service are you looking for? We'll match you with an experienced advisor, who will help you find an effective and sustainable solution.
  • This field is for validation purposes and should be left unchanged.