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a single dashboard for all your finances
my financial dashboard
It doesn't get any easier to manage your finances. Access whenever and wherever you want.
- Investment Accounts
- Loans, Credit Cards, Bank Accounts
- Strada Life Plan
- Financial Reports (Profit & Loss)
- Monthly Spending/Savings
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Tax Center
Link to client tax documents and portals
tax document Portal
Tax Portals are available to our business clients and certain individual clients who need regular access to tax documents.
Portals allow you to:
- Store important tax documents
- Access copies of prior year tax returns
- Provide limited access to banks & other organizations to view certain documents
click below to access
*Contact us if you need a tax portal setup for you or your business.
electronic tax organizer
Gone is the need for paper organizers. Now you can view, update and upload documents all from within our electronic organizer.
Value of e-organizers:
- Provide all your tax information online with minimal effort
- Simple to complete and easy to navigate
- Attach tax documents (i.e. W2's, 1099's, etc.)
- Return later to finish and/or add documents
click below to access
Secure File Transfer
Providing sensitive documents just got a whole lot easier and safer.
Benefits of Share Safe:
- Send, receive and request documents securely via email
- Select who you want to sent the files to and then add up to 20 files at one time
- Rest easy knowing your information is safe
- Leverage the latest in file security
click below to access
tax document Portal
Tax Portals are available to our business clients and certain individual clients who need regular access to tax documents.
Portals allow you to:
- Store important tax documents
- Access copies of prior year tax returns
- Provide limited access to banks & other organizations to view certain documents
click below to access
*Contact us if you need a tax portal setup for you or your business.
electronic tax organizer
Gone is the need for paper organizers. Now you can view, update and upload documents all from within our electronic organizer.
Value of e-organizer:
- Provide all your tax information online with minimal effort
- Simple to complete and easy to navigate
- Attach tax documents (i.e. W2's, 1099's, etc.)
- Return later to finish and/or add documents
Click below to access
Secure File Transfer
Providing sensitive documents just got a whole lot easier and safer.
Benefits of Share Safe:
- Send, receive and request documents securely via email
- Select who you want to sent the files to and then add up to 20 files at one time
- Rest easy knowing your information is safe
- Leverage the latest in file security
Click below to access
These portals are for tax/consulting/accounting use only and not for investment services use.