Client Portal

tax organizer

Login to CKH Group's Secure File Exchange Tax Organizer here .Be assured that the security and privacy of your personal information is our highest priority. Our online tax organizers, secure file exchange, and your personal data are protected using the Secure Socket Layer protocol, an industry standard for encryption over the Internet.

Returning Users:

Tax Organizer

Secure File Exchange

Our online tax organizers are stored on secure servers. Tax documents have been posted that require your immediate attention and response. Once you log in, click the folder under Documents and follow the new flags to the document(s). You may also upload your tax documents here.

Use our secure file exchange for large documents and QuickBooks copies.

Please do not send us any documents via email unless otherwise stated from a member of our team.

New Users:

Register For Client Portals

You can also register by phone (770-495-9077). We will send you information on the registration process. Or, Contact Us to set up your account today.

Need help registering a client portal?