Client Access

Client Portal

Our web based client portal technology allows clients to securely log into their client portal site to access tax returns, documents, and other financial materials. This allows the client to access documents from any location 24/7 via a secure site.

 

LeapFILE

LeapFILE is a web application that allows us to securely send files to other parties. Our professionals use this application to send client information as requested. Information can also be uploaded and sent to Aldridge, Borden & Company. It is required that our professionals use LeapFILE when sending any client information. We cannot send information via email attachments.

 

Online Billpay Login 

Email:         

Password:   

 

Online Payroll

Our Online Payroll platform allows you to access and manage your organization’s payroll.

Service Groups




Firm News

  • Dialing in on Smartphones for Kids
  • What's the "right" age for buying a child his or her first smartphone? These devices ... Read Article

  • You may need to add RMDs to your year-end to-do list
  • You may need to add RMDs to your year-end to-do list As the end of the ... Read Article

  • IRS Increases Annual Gift Tax Exclusion for 2018
  • Are you feeling generous this holiday season? If so, there's good news: There's still time ... Read Article

  • Retirement Account Catch-Up Contributions Can Add Up
  • Are you age 50 or older? If so, you can currently make extra "catch-up" contributions ... Read Article

  • Open Enrollment: Sign Up for Tax-Smart Benefits Before the Deadline
  • Have you signed up for employer-provided benefits for 2018? November is open enrollment season at ... Read Article