Secure File Upload

Notice: Effective January 1st, 2019, the Secure File Upload feature has been integrated with our Client Web Portal.  If you do not yet have a client portal complete and submit the form below.  You will receive instructions on accessing the client portal.


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    Client Web Portal
    File access for our clients.  Requires an account.

    Click Here

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

    Secure E-Mail Message Center
    Our encrypted message center. 

    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