Secure client portal
Upload your information here.
Send us your tax documents through our secure client portal. It opens in a new tab, and there’s no password to create.
Upload information here(opens in a new tab)How it works
- 01
Enter your email
Use the same email address you use with Side Growth Partners.
- 02
Click the sign-in link
We’ll email you a secure one-time link. No password to remember.
- 03
Upload your documents
Add files to your Client Uploads folder, or to any open request from us.
Not a client yet?
The portal opens once we’ve set you up. Start with the intake form or book a free call, and we’ll send you your portal invite.
Keep it in the portal
Please don’t email Social Security numbers, bank details or tax documents. The portal keeps them secure. If your email isn’t recognized or the link doesn’t arrive, contact us and we’ll get you set up.
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