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Client Area

As a valued client, you get a secure, password-protected portal to store and access your important financial documents from anywhere at any time.

Whether you're at work, at home, or on vacation, you always have access to your tax returns, financial work papers, or accounting database.


P&B web admin team removes inactive accounts if user does not perform any activity in the Client Area for more than six months.


This portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts, and very large QuickBooks files. To start using the client portal please log in above or register here.



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