CLIENT CENTER
Current clients can access important information, documents and communication via the following portals.
INTUIT LINK
Intuit Link is our secure online portal for exchanging client tax and accounting materials and prepared tax returns. If you are not already registered and are interested in doing so, please contact our office and we will assist you in getting started.
FORUM WEALTH PORTAL
Investment clients can access the Forum Wealth Portal here, where various data such as performance, recent transactions, allocation, and holdings can be found and viewed. This information can also be accessed through the custodian's website.
Stark & D'Aprile Payment Portal
Stark & D'Aprile CPAs, P.C. clients may make payments online via the link below. Please include your name and invoice number in the notes section to ensure the payment is associated with your account.