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
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.
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.
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.
Contact us if you experience any connection issues.