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Client Center

Supporting what you’ve built.

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For assistance with any of the technology platforms listed below, email Client Support.

logo: SafeSend Returns

SafeSend Returns is a digital platform that facilitates the delivering and signing of a tax return.

logo: ShareFile

ShareFile is a secure collaboration and file sharing platform that supports document-centric tasks and workflow needs.

logo: TaxCaddy, part of Thomson Reuters

TaxCaddy is a secure, cloud-based platform that makes gathering and sharing your tax documents a breeze for 1040 (Individual) clients.

logo: BeachFleischman Dashboard

BeachFleischman Dashboard is a web-based platform that allows more organized and efficient communication, enabling assurance clients to collaborate on one dynamic request list.

Payment Options

Use the options below to pay an invoice or a deposit.

Need help making a payment?

Contact our internal accounting team for assistance.
Internal Accounting