Client Portal

We are very excited to offer a Client Portal/Document Management System to our clients via our website. The portal service is a secure resource for KBST&M and its clients to exchange and manage important documents and information.

Some of the benefits of Client Portal:

  • Use the Client Portal to enhance our communication with you and, ultimately, offer you enhanced services
  • Whether you're at work, home, or on vacation you always have access to your tax returns, financial statements, or other sensitive documents.
  • Give you easy and immediate access to your returns and other deliverables, from anywhere.
  • Designate documents as read or read/write for easier access and greater security. This portal also allows us to work together efficiently by securely exchanging working documents, scanned tax documents and very large QuickBooks and other accounting data files.
  • We use the most up to date technology to ensure that your confidential information is safe and only accessible by you.
  • We hope you find this service beneficial to you and your business. We are constantly looking for new products and services that will benefit our clients and help us Building Profitable Ideas together.

To learn more about the Client Portal, please enter our Frequenlty Asked Questions area.

If you are a first time user, please accept the client portal agreement and register, here.

If you are already registered, here.