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Secure Client Portals

You will have separate logins for your tax documents client portal and your financial client portal.  If you have not registered for either portal, please contact our office and we will be happy to get you set up.  See instructional video on how to set up your account below.  

Client Portal Login - Tax Documents Only

Please use this for all of your Financial and Advisory documents.

Client Portal Login - Avantax Wealth Management

Download Secure Client Portal Apps:

Onvio Client Center - Tax Portal


Avantax Wealth Managment


Onvio Client Center Tax Portal - Instructional Video

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