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.
Legacy Portal for File Exchangeif your portal was created before October 15, 2020, please follow this link to exchange documents with our Firm Login
If your portal was recently created, please login below.
Secure Firm 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.
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.)
To start using the client portal please log in above or register here
If you forgot your password, you can reset here.
SecureSend – Upload a Document Directly from Our Website
To send a file without creating an account, use Secure Send