Client Portal - Secure Document Storage Access 24/7

Portal Login

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.

This portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts, and very large QuickBooks files.

Check out this video to see the portal in action. See how to use the SecureSend feature to quickly and easily send files to the secure portal environment. (View client portal security measures.)

To start using the client portal please log in above or register here.

Erickson Wealth and Tax Management, CPA
W. Curtis Erickson Jr, PS Inc.
Registered Investment Advisor

200 1st Avenue West Suite 401, Seattle, WA 98119
T: (206)284-9900 F: (206)289-5900 E: curt@curtcpa.com
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© Erickson Wealth and Tax Management, CPA
Registered Investment Advisor 2021



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