Client Portal

Secure Document Exchange

Protecting your personal and financial information is important to us. Use our secure document exchange to safely upload tax documents, receive requested files, and communicate with Hillside Associates throughout the year.

Already Have Portal Access?

Sign in to access your secure document exchange account.

Request Portal Access

First time using our secure document exchange?

Click below to request portal access. We'll email your secure portal invitation along with instructions for getting started.

Questions?

Need assistance accessing your account or uploading documents? We're here to help.