904 731-8005
Close
Back

Client Portal Login

Individuals
Businesses

QuickBooks Online

Receipt Bank

Video Meeting

Join a scheduled video meeting with our staff.
Close
Send Request

Client Resources

We know your time is valuable, so we've collected some resources to provide you with links and tools to helpful information. From this page, you can access our Refund Tracker to check refund status, our easy-to-use calculators, or links to other online resources. Select one of the following:

Refund Tracker
Calculators
Helpful Links
Client Forms
Video Library

Go mobile - Download the Portal App

 Android  iOS

Next Generation Accounting Firms provide clients with the highest level of client service and professional support. At Portnoy CPA we go beyond the numbers to partner with clients—working year round to ensure you stay on a healthy financial path. We also offer an advanced...

Read More

BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.

Read More

Latest from Our Blog