Client Portal
Secure access. Client resources in one place.
The client portal is the secure place for existing clients to access documents, requests, and other protected account information.
Existing Clients
Access your secure portal
Use the secure client portal for sensitive documents and account-specific information. Do not email Social Security numbers, tax returns, banking information, or other sensitive financial documents.
Client Portal LoginPortal access will be connected once your secure client portal provider is selected.
Need Help?
Having trouble accessing your account?
If you are an existing client and need help with portal access, contact Legacy Tax & Wealth for assistance.
support@legacytaxandwealth.com