Client Resources

CPA - Tax Advisor - JupiterFL
Client Login:

Use this link to access your Net Client portal.  If you do not have a portal and would like one please contact our offices.

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Online Payment:

Securely pay your invoice online via our CPA Charge payment portal.

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Sharefile Document Upload:

Click here to upload documents securely using Citrix Sharefile.

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Online Tax Questionnaire and Engagement Letter:

Click here to easily complete our annual 1040 tax questionnaire and engagement letter online. (Coming Soon)