Client Login & Bill Pay

These secure online paperless services not only make it easy for you to work with us at your convenience, but also benefit the environment.

We are here to help. For login access or other questions, contact us at or 408.288.5111.

Online Bill Payment

Online Bill Payment allows you to pay your invoice conveniently and securely with any major credit card. We also accept credit card and ACH payments by phone.


NetClient allows us to share important tax and accounting documents and other files online by paperless/secure upload and download. Note: This portal may not be used to upload financial advisory documents.


Electronic Tax Organizer (My1040Data)

My1040Data® is an interactive electronic tax organizer and questionnaire designed to simplify your tax reporting process by reducing the number of questions you would normally complete in a paper version. My1040Data® automatically generates relevant forms and selections based on information from your prior year tax return and current year tax situation. Rather than manually inputting tax reporting details, My1040Data® allows for attaching copies of standard tax forms (W2s, 1099s, 1098s, etc.). And the My1040Data® Connections feature further streamlines this process by automatically collecting standard tax forms and other year-end tax statements from over 300 financial institutions.