Secure Client Portal
The 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:
Receiving completed returns and forms for signature
Uploading tax documents and related financial information
Sharing financial statements and projections
If you are having difficulty accessing the client portal, please email support at info@kleonardcpa.com