Client Portal

Private client access, handled with the same discretion as the work itself.

Firenze’s client portal is a private access point for shared documents, requested files, engagement materials, and ongoing coordination around active tax, estate, advisory, accounting, trustee, and notary matters.

Access is reserved for existing clients and authorized users who have already been given portal credentials through Firenze.

Strategic tax and accounting services Estate coordination and trustee support Need access or support?

Private Client Access

A private workspace for shared tax, estate, advisory, accounting, and document materials.

The handoff into SharePoint is meant to feel orderly, discreet, and easy to navigate.

Secure document sharing

Access engagement documents, shared folders, and supporting materials in one place.

Requested file delivery

Deliver requested items through a secure workspace that keeps active matters moving cleanly.

Shared resources

Review guidance, checklists, and materials prepared for your ongoing work with Firenze.

Continue to the private portal

The private portal opens in a new tab.

What The Portal Supports

Built for active client relationships that benefit from a more organized private workspace.

Firenze uses the portal as a structured client workspace for requested items, shared engagement materials, and ongoing coordination across strategic tax, estate, accounting, advisory, trustee, and notary matters.

Tax planning and reporting workflows Trustee reporting and fiduciary materials Document execution and notary coordination Advisory and transaction support

Before You Enter

Use assigned credentials

Expect a secure Microsoft sign-in step

You will continue into Firenze’s private Microsoft workspace, where the sign-in step may be completed.

Contact Firenze if access is missing

If access has not yet been arranged, Firenze can confirm the right portal path for your engagement.

Need Support?

Clients who need access help can contact Firenze directly.

If you need portal access confirmed or would like help locating a requested item, Firenze can guide you to the right workspace.

Contact Firenze