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

  • 6 Cool Ways to Save Taxes during the Hot Summer Months
  • Before you settle into the lazy days of summer, it may be a good idea ... Read Article

  • Capital Gains Rates Before and After the New Tax Law
  • The tax brackets for long-term capital gains and qualified dividends are changing under the new ... Read Article

  • Save or Shred? Follow These Recordkeeping Guidelines
  • When tax season ends, many individuals and businesses are unsure which records they should retain ... Read Article

  • Are Roth IRAs Still Beneficial under the New Tax Law?
  • Roth IRAs can be a smart way for you to save for retirement. And temporary ... Read Article

  • Close-Up on Mortgage Interest Deduction Rules
  • Unfortunately, the new tax law places new limits on home mortgage interest deductions for the ... Read Article