Secure FileCenter Portal

As a valued client, you get a secure, password-protected portal to store and access your important financial documents from anywhere at any time. You can use this portal to upload and store your important documents.  We can also send you copies of your tax returns through the portal. Fill in the form below or contact our office to sign up.  If you already have an account click here to access your Secure FileCenter Portal.   

For more details on the security measures of the portal click here.


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T: (801)268-2245 F: (801)268-2291 E:

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