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Client Portal

Steele & Associates is in the process of Migrating our Secure Portal Solution for purposes of Secure File Exchange, Secure Upload and Storage of your Documents.
If your portal was created before October, 2020, please login to the Legacy Portal Login.

If your portal was recently created, please login below.

Secure Firm Portal

To start using the client portal please log in above or register here

If you forgot your password, you can reset here.

Legacy Portal for File Exchange

if your portal was created before October 15, 2020, please follow this link to exchange documents with our Firm Login

As a valued client, you get a secure, password-protected portal to store and access your important financial documents from anywhere at any time.

Whether you're at work, at home, or on vacation, you always have access to your tax returns, financial work papers, or accounting database.

This portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts, and very large QuickBooks files.

Check out this video to see the portal in action. See how to use the SecureSend feature to quickly and easily send files to the secure portal environment. (View client portal security measures.)

SecureSend – Upload a Document Directly from Our Website

To send a file without creating an account, use Secure Send

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Please schedule a consultation to help us determine how we can best serve you. Contact Us

Send Us a File

Use our convenient SecureSend page to securely deliver a file directly to a member of our firm. Secure Send

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