Client Login

For technical support and questions: Please contact Sheri at 949-502-6700 ext. 20 or by to assist with your login.

Click here to login to your account with PutmanGroup

Portal Features:

  • Web Tax Organizer: Electronically work through your Tax Organizer at your own pace with the convenience of an automated system. Enter information with ease and send it back to the firm directly- from the comfort of your own home!
  • Secure File Exchange: Ability to securely upload and download documents with ease. Secure password protection for local and remote access. 256-bit encryption.
  • Online Document Management: Ability to view documents from your portal - anytime, day or night - from anywhere you have an internet connection. (i.e. Tax Return, Tax Organizer, Financial Statements, etc.)
  • Online Accounting: Ability to upload QuickBooks files for consultation and online bookkeeping.

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