Milestone CPAs Client Secure Portal

At Milestone Certified Public Accountants, your privacy and convenience are our top priorities. Our secure client portal offers 24/7 access to your important financial documents, tax returns, payroll reports, and more—all in one easy-to-use digital hub. Our client portal simplifies your financial life. Here’s how:

• Whether it’s tax season or just a quick check-in, access your financial information anytime, anywhere, from your desktop or mobile device.
• Say goodbye to paper clutter and endless email threads. Our portal organizes your:
  • Tax returns
  • Payroll reports
  • Financial statements
  • Invoices and receipts
  • Engagement letters
  • Uploaded files from your team