Secure Client Portal

Our secure online portal is the easiest way to share documents, receive files, and communicate directly with Katherine. Everything stays organized, encrypted, and accessible in one place, which protects your personal information and streamlines your entire experience.

The portal is your hub for:
• Uploading tax documents
• Receiving completed returns and forms for signature
• Sharing financial statements and projections

If you are having difficulty accessing the client portal, please email support at info@kleonardcpa.com