Client Portal

Share documents, in one secure place.


No email attachments, no guesswork. Log in, see what we've asked for, and upload it directly.

Access Your Portal New Client? Get Started
How It Works

Simple, start to finish.

01

Log into your portal

Your own secure Stephen Alan Advisors account — nothing to install, accessible anytime.

02

Upload what we've requested

See exactly what we need and upload it directly through an encrypted portal built for sensitive financial information — not an email attachment.

Get Started

Ready when you are.

Access Your Portal Call (502) 902-4901

We follow the same data security standards required of every tax preparer.