Client Resources

Client Portal Tutorials

Watch these videos to get started with setting up your client portal account with Premier Tax and Finance. If you need help accessing your client portal, please contact our office by calling (805)880-4202 or by emailing [email protected]

Your client portal allows you to do many things, including upload documents for our office, complete organizers, review your client copies, and e-sign documents. The following videos show these processes in detail to help you navigate your client portal confidently.