Clients

Client Portal

A private space for exchanging documents with your FE team: statements, tax packages, and anything we ask you to upload. Files stay in the firm's Microsoft 365 environment and are shared only with the people on your engagement.

Existing clients

Open your folder

Your portal is a private folder shared with your email address only. Open the link in the invitation email we sent you, and bookmark the folder once it opens: that bookmark is your way back in.

Sign in with the email address we invited. You do not need a Microsoft 365 licence: a Microsoft account works, and if you have none, choose the one-time code option and we send a code to your email.

Access is tied to your email account: keep it secure with two-step verification, and tell us immediately if it is compromised so we can suspend access.

Sign in to Microsoft

New to the portal, or lost the email

Request an invitation

Every client folder is set up by your FE team. Send this form with the email address you want to use and we will send the invitation, or send it again, usually within one business day.

The invitation and sign-in codes go to this address.

* Required. We check every request before setting up a folder.

Prefer email? Write to info@fe.cpa from the address you want to use.

Trouble signing in? Call 647-477-9258 (CA) or 813-490-9026 (US) and ask for your engagement team.