Accounting Client Portal

The security of our client’s information is important to us.

To keep your data and documents secure our Client Portal provides:

  • Real-time, 24/365 access
  • Immediate access to tax returns & financial statements upon completion.
  • Access to your previously published documents from any of our locations.
  • Ability to upload documents directly to our office, saving you time and postage.
  • More secure than sending documents via email and no document size restrictions.

Request Access to your Client Portal

Be sure to download our Eccezion Client Portal Help Guide

Technology Help Desk

Get the help you need and your technology questions answered.

Forms

New Client Forms

To get started with Eccezion today, simply complete the appropriate individual or business form and a member of our team will be in contact with you soon.

Contact Information Update Form

Has your contact information changed? Have you moved? New contacts at your business? To eliminate any potential delays in communication, easily submit any changes here.

Tax Forms

Helpful Links

Remote Connection

Already a client working with a member of our team and need hands on assistance? When directed by your account specialist, click here to gain remote access.

Pay Invoice

ACH / Bank Transfer
Electronically transfer the payment directly from your bank with no additional fees.

Credit Card Payment
Submit your payment via credit card. *Note 3.5% processing fee will be applied to all credit card transactions.

Payment Plan
Eccezion and QuickFee have partnered to offer hassle-free payment plans:

  • Option to spread the cost of your invoice(s), greater than $2,000, over 3, 6, 9, or 12 months at varying interest rates.
  • No early payout fees.
  • Simply call our office for a quote.

Need help?
Contact us if you experience any connection issues.

FAQ

To us, quality service goes far beyond accuracy and includes promptness, courtesy, and genuine caring about the needs of our clients. We truly believe that your satisfaction is fundamental to our success.