Effective June 1, 2021, the old Net Client Portal system will be no longer be accessible. If you have documents in the old portal system that you have not downloaded, please do so before June 1. If convenient, you may upload those documents to the new Tax Caddy software and use that as your storage location. If you later realize you need something, simply call and we can email it to you via a secure and encrypted email.
Tax Caddy Portal