Welcome to the Nelson & Company CPA Client Portal

To make working with us simpler and more efficient, we’ve introduced a secure Client Portal.

From time to time, you’ll receive an email from the Nelson & Company CPA team that includes a personalized checklist of items we need from you. Simply click the link in the email to access your checklist in our Client Portal.

Here’s how it works:

• Secure, Personalized Access: The first time you access the portal from a device, it will remember that device to keep your information secure.
   
• New Device? No problem. If you try to log in from a different device, you’ll be prompted to send a new secure access link to your email.
   
• Simple Document Uploads: For items that require supporting documents, you can upload them directly through the checklist.
   
• Stay on Track: Once you complete an item, mark it as “Complete” to instantly notify our team.
   

Our goal with this portal is to make it easier for you to know exactly what’s needed, stay up to date with automatic reminders, and keep our communication smooth and efficient.

If you have any questions at any time, please don’t hesitate to reach out. We’re here to help.

Contact us or Click here to login if you have already signed up for portal access.