Bank-Grade Encryption
Your files are protected in transit and at rest with the same encryption standards your bank relies on.
Your Documents, One Secure Place
The Alder & Finch client portal keeps documents, signatures, and messages together in one encrypted workspace, open whenever you are.
New to the portal? Invitations go out during onboarding. Request access and we will send your personal login link.
Getting Started Is Simple
Three short steps stand between you and a tidier tax season. Most clients are set up the same day they ask.
- 01
Request Access
Ask us for an invitation and we will send a personal login link to your email. Setup takes about two minutes.
- 02
Upload Securely
Drop tax documents, receipts, and statements straight into your encrypted folder instead of email attachments.
- 03
Track & Sign
Follow the status of every return and request, and sign whatever is waiting from any device, at any hour.
Everything The Portal Handles
One login covers the whole relationship: sharing, signing, history, and a direct line to your team.
E-Signatures
Review and sign returns, engagement letters, and authorizations in a couple of clicks, no printing required.
Document History
Every version of every file stays organized by year and engagement, ready whenever you need to look back.
Direct Messaging
Send questions straight to the people who know your numbers, with the conversation attached to your file.
Questions About The Portal
The answers clients ask for most. Anything else, just send us a note and a real person will reply.
Every new client receives an email invitation during onboarding. If you are an existing client without a login, email us and we will send your personal link the same day.
Yes. Files are encrypted in transit and at rest, access requires your personal login, and we never send sensitive documents over plain email.
PDFs, photos of receipts, spreadsheets, and exports from your bank or bookkeeping software. If you can attach it to an email, the portal can hold it more safely.
Yes. E-signature requests work on any device with a browser, so you can review and sign a return from wherever you happen to be.
Use the reset link on the login screen and a new one arrives in minutes. If anything gets stuck, call or email us and we will straighten it out.
Ready To Pick Up Where You Left Off?
Log in to review documents, sign what is waiting, or send us a message. The portal is open around the clock.
No login yet? Invitations go out during onboarding, and we will have yours ready before your first document is due.