Client Login

As a client of Erickson Wealth & Tax Management, we believe it is important for you to be able to access your data when you need it. Below you will find secure client logins for your Matrix accounts and your engagement invoices and payments.

My Matrix Login - Matrix account information and additional education materials.

Client Payment Login - Current and past engagement invoices and payments.

Problems logging in? Contact our Client Services Manager at stephanie@curtcpa.com.