Client Tools

We Provide a Variety of Tools for our Clients and Visitors

We have recently updated our Client Tools page. Please see the links below to find 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.

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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.

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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