top of page
Close-up Of A Businessperson's Hand Calculating Invoice At Workplace.jpg

Client Portal Login

Our clients enjoy a personal account on our fully-encrypted file sharing portal powered by Intuit. Our portal is a convenient way for clients to upload, store and share with us electronic copies of their confidential financial documents. Our portal is also a conveneint way for us to share tax returns and other confidental documents we prepare with our clients.

 

If you have received an invitation from Intuit Link simply login with your email address and password to get started. If you are having difficulty logging in or accessing your account, give our office a call. 

Original resized.png

Cobalt PacWest

CPAs & Tax Advisors

La Jolla | 858.247.0939

Palo Alto | 650.331.3253

Irvine | 949.423.3583

bottom of page