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Client Portal

Tax Returns and Financials

Seamless Financial Management

At Stidd CPA, I understand that instant access to essential files and information is crucial for your financial needs. The Client Portal is designed to provide you with a secure, web-based platform to view and exchange your financial documents with me at any time—eliminating the need for traditional paper exchange.

Client Portal Features

Diverse File Sharing

Sharing files is a breeze! From PDFs and web pages to Microsoft program files, QuickBooks & more—our portal supports a wide range of file types to meet your diverse needs.

Easy File Retrieval

Time is precious, and we value yours. Our Client Portal simplifies your document search. Whether you’re searching by file type, title, or any other criteria, our portal ensures a quick and easy process.

Information Security

The Client Portal employs multi-factor authentication to protect you from password theft. Rest assured, your files are encrypted with 256-bit encryption the moment they are uploaded and stay encrypted.

Additional Features of the Client Portal

Transform your financial management into a personalized, efficient, and worry-free experience.

Access Anytime, Anywhere

24/7 access to view or download your files from any modern web browser on your computer.

On-the-Go with the Mobile App

A client‐facing mobile app for iPhone, iPad, and Android devices for access on the move.

Drag, Drop, Done

An intuitive drag & drop interface for uploading files in just a few clicks on your computer.

Snap and Upload with Ease

The portal allows you to easily upload photos directly from your mobile devices.

How do I sign up?

Call Brian at 518.414.3242

Have an account?

24/7 access to view or download your files