Summer Hours Banner
Summer Hours 2026 in effect: June 29 – Sept. 4 | Mon–Thu: 10:00 AM–3:00 PM | Fridays: By Appointment Only | We wish you a safe and enjoyable summer! ☀️

A.M.I. Client Portal

Securely Share Financial Documents

A.M.I. CPA Professional Corporation uses ShareFile to provide a safe, encrypted way to upload, receive, and access your tax returns, financial statements, bookkeeping records, and other confidential documents—all in one convenient location. Rather than relying on email attachments, our Client Portal helps protect your information while making it easier to collaborate with our team. 

Whether you’re a business owner, entrepreneur, or individual, you can securely access your documents anytime, from anywhere, using your computer, tablet, or mobile device.

Existing Client?

Log in to your Client Portal below to upload documents, access completed files, and securely communicate with our team.

Need an account? Contact us today, and we’ll help you get started quickly and securely.

Need Help Accessing Your Account?

 
Our team is here to help.
 
If you’re logging in for the first time, have forgotten your password, are experiencing technical issues, or have questions about uploading or accessing documents, simply contact our office.  
 
We’ll be happy to assist you with setting up your account or resolving any issues so you can continue using the portal with confidence.