Client Portals

Online Bill Pay
Pay your bill quickly and easily online.  

Access Bill Pay Here

Client Web Portal
A secure portal for our clients to upload and access important documents. Requires an account.

Access Portal Here

Or press play below to view training video.

Need a portal account? Contact [email protected] or
call our help desk – 205-443-2509.

Secure File Upload
If you don’t have a portal account, you can request a link to securely upload files to our team…

Click Here

Secure E-Mail Message Portal
Access the encrypted message center. 

Click Here

Joining a Meeting?

Click for Online Meeting

Need help?
Contact [email protected] or
call our help desk – 205-443-2509.

Click for Remote Support

HIPAA Compliance Plus
Compliance Manager

Click Here

Kassouf hosts tax and estate planning webinar to coincide with potential political changes

Kassouf hosts tax and estate planning webinar to coincide with potential political changes

  A new presidential administration often brings changes that can impact tax and estate planning. Are you prepared?  Join us for a complimentary workshop to explore:  Potential tax law changes ... Read More
National CPA organization highlights Kassouf's employee engagement strategy

National CPA organization highlights Kassouf’s employee engagement strategy

CPAmerica, a national business alliance connecting 90 CPA firms across 45 states, featured Kassouf in the December issue of CPAmerica Advantage. Manager Bridget O'Neal, CPA chairs the firm's Employee Engagement ... Read More
Kassouf director named one of the nation’s best financial planners

Kassouf director named one of the nation’s best financial planners

Kassouf & Co., Inc. and Kassouf Wealth Advisors Director Gerard Kassouf was recently named one of Money’s Best Financial Planners in their 2024 list. In partnership with the Financial Planning ... Read More